Elizabeth Ann Mikkelson

Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 10/2025
  Nfp Retirement Inc.
  Aliso Viejo, CA
• 04/2015 → 12/2017
  Kestra/Nfp Advisor Services, Llc
  Austin, TX
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-04
• S63 Uniform Securities Agent State Law Examination
  2012-02-09

Other Names

• Elizabeth Ann Mekkelson
• Elizabeth Ann Mikkleson