AM
CFP
AM
CFP

Andrew James Mikovch

4 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

10300 Alliance Road Ste 100, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is an investment advisory representative for Retirement Corporation of America. This activity takes nearly full-time hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Bb&t Asset Management, INC.
February 2004 - July 2005 · 1 yr 5 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.