Mikal Aune
Mikal Aune is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Salt Lake City, UT, with 19 years of industry experience. Mikal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
102 S. 200 E., Suite 100, Salt Lake City, UT, 84111
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mikal works as a Private Wealth Manager for Smedley Financial Services, dedicating about half of his time to financial planning and wealth management. Mikal also engages in insurance sales as an agent, focusing on term life, long-term care, universal life, and equity-indexed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Smedley Financial Services INC
Previous Registrations
Securities America, INC.Broker
State Registrations28 states
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