Mikal B. Aune, CFP®, BFATM
Vice President of Wealth Management
Mikal works directly with Smedley Financial's clients providing wealth management strategies.
Mikal joined Smedley Financial in 2006 and is our Vice President of Wealth Management. His 14+ years of client-focused experience have given him a breadth and depth of knowledge that allows him to handle the advanced planning techniques that successful clients demand. He has significant experience in income distribution planning, stock planning, and heritage planning. He enjoys helping families pass on their tangible and intangible "wealth" to their heirs.
In his spare time, Mikal enjoys spending time with his wife and sons and enjoys gardening, cycling, and snow skiing.
Mikal earned his Master of Business Administration degree and his Bachelor of Science (Psychology and Spanish) degrees from the University of Utah. He also holds a Certified Financial Planner (CFP®) designation.
Articles Written by Mikal
Sticky Inflation
The Importance of Family Meetings
The Paradox of Wealth
Guessing Your Way Through Retirement
Is Your Retirement Account a Tax Bomb?
Is the Bank the Safest Place?
Savers Are Finally Being Rewarded
Should I tap into my 401(k)?
The Power of Tax Planning
The Power of Tax-Loss Harvesting
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Podcasts Featuring Mikal
Episode 61: The Paradox of Wealth
Episode 58: Guessing Your Way Through Retirement
Episode 51: Is Your Retirement Account a Tax Bomb?
Episode 46: Is The Bank The Safest Place?
Episode 44: Savers Are Finally Being Rewarded
Episode 41: Tapping Into Your Retirement Account
Episode 30: The Power of Tax-Loss Harvesting
Episode 22: Company Stock Down Big?
Episode 17: Inflation No Longer a Silent Killer
Episode 15: Will You Outlive Your Money?
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Videos Featuring Mikal
Check the background of this firm on FINRA's BrokerCheck
Smedley Financial Services | Financial Advisors Salt Lake City Utah
102 S 200 E Suite 100, Salt Lake City, UT 84111. PO BOX 4133, Salt Lake City, UT 84110-4133
Phone: 800-748-4788 or 801-355-8888 Fax: 801-355-1912 Email: info@SmedleyFinancial.com
Securities offered through Securities America Inc., Member FINRA & SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Jordan R. Hadfield, Parker L. Thompson, Registered Representatives. Advisory services are offered by Smedley Financial Services, Inc.® Investment Advisor Representatives of Smedley Financial Services, Inc.® Smedley Financial Services, Inc.® and Securities America are not affiliated.
Check the background of this firm on FINRA's BrokerCheck
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Smedley Financial Services, Inc. ("Smedley Financial") is an SEC registered investment adviser located in Salt Lake City, Utah. Smedley Financial and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Smedley Financial maintains clients. Smedley Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Smedley Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Smedley Financial's web site on the Internet should not be construed by any consumer and/or prospective client as Smedley Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Smedley Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Smedley Financial, please contact the SEC or the state securities regulators for those states in which Smedley Financial maintains a notice filing. A copy of Smedley Financial's current written disclosure statement discussing Smedley Financial's business operations, services, and fees is available from Smedley Financial upon written request. Smedley Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Smedley Financial's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Located in Salt Lake City, Utah
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