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Cindy MikelFinancial Advisor
Phone: (210) 477-7160 Cindy joined Planto Roe Financial Services, Inc. as a Financial Advisor in 2011. Prior to joining Planto Roe, she completed a distinguished, 28 year career in music education, most recently as the Director of Bands in Alamo Heights I.S.D. in San Antonio. She completed a Bachelor of Music degree from Texas Tech University, a Master of Music degree from The University of Texas at Austin and a Doctor of Jurisprudence degree from The University of Texas School of Law. Cindy holds the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 securities registrations. In addition she is licensed in Life, Accident, Health and HMO by the Texas Department of Insurance. She is a Registered Representative and Investment Advisor Representative with Securian Financial Services. She continues to hold memberships in the Texas Music Educators Association, Texas Bandmasters Association, Texas Music Adjudicators Association, Phi Kappa Phi (an honorary music fraternity) and is a non-practicing member of the State Bar of Texas. Tracking #414167 ![]() ![]() ![]()
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Planto Roe Financial Services, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Planto Roe Financial Services, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Planto Roe Financial Services, Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Planto Roe Financial Services, Inc., 19230 Stonehue, Suite 4200, San Antonio, TX, 78258 (210) 477-7140 |
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