Quinn Mickelson
Investment Adviser Representative at Kintra Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Quinn Mickelson is an investment adviser representative in Marysville, OH, currently registered with Kintra Wealth, LLC and Kintra Investments, LLC. They have worked in the securities industry since 2021 and were previously registered with Commonwealth Financial Network. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio and Texas.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- McCarthy & Cox Retirement & Estate Specialists LLCJan 2019 – Jan 2022Marysville, OH
- Abercrombie & FitchAug 2012 – Feb 2017New Albany, OH
- Ohio State UniversityJan 2017 – Dec 2018Columbus, OH
- Commonwealth Financial NetworkFeb 2022 – Dec 2023Waltham, MA
- Commonwealth Financial NetworkJan 2019 – Feb 2022Waltham, MA
- McCarthy & Cox Retirement & Estate Specialists LLCJan 2022 – Jan 2026Marysville, OH
- Kintra Wealth, LLCJan 2026 – no end date reportedMarysville, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kintra Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
- First $500,0001.50%
- Next $500,0001.25%
- Next $1,000,0001.00%
- Next $3,000,0000.95%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, responsible investing, risk assessment, insurance solutions, retirement planning, asset management, long-term planning, and business planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Williamsport, PA
- SEC file number:
- 801-114485
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Kintra Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Quinn Mickelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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