Kate Mikkelson, Financial Advisor located in Stuart, FL

Financial Advisor
Kate Mikkelson

AAMS®, CRPC™
600 SE Indian Street Suite 1, Stuart, FL 34997opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Charitable Giving
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Women Investors
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Basketball
  • Real Estate
  • Volunteering
  • Traveling

Team Members

  • Mary Ann Kahl
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(772) 288-5079

Fax

(844) 837-2043

Office Address

600 SE Indian Street Suite 1
Stuart, FL 34997opens in a new window

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