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Leighann Miko, portrait

Leighann Miko

Founder at Avise Financial Cooperative in Portland, OR

Investment adviser registrationUpdated

Leighann Miko is Founder of Avise Financial Cooperative, Inc., an investment adviser managing $169M, and works from its Portland, OR office. Leighann Miko has been registered as an investment adviser representative through Avise Financial Cooperative since 21 November 2023 and has 10 years in the industry across 3 firms.

10
Years in industry
2
Years at firm
3
Adviser firms
5
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Leighann Miko has been Founder of Avise Financial Cooperative since October 2023, is a control person of the firm and directly owns between 50% and 75% of it.

Avise Financial Cooperative, Inc. is a Los Angeles, CA firm with $169M under management, 170 clients and 6 advisers across 7 offices, as of its June 2026 filing.

Leighann Miko is Co-Founder and Co-CEO of Avise Financial. Avise Financial is an RIA cooperative platform where advisors own their business. Miko was introduced to personal financial planning while working for a local RIA during her time at California State University, Northridge.

Leighann Miko’s longest registration was 8 years at Equalis Financial (2016–2025). Before joining Avise Financial Cooperative in 2023, Leighann Miko was registered through Equalis Financial and CG Financial Services.

  1. – present · 2 years
    Portland, OR · Adviser representative · Firm CRD 328790
  2. Equalis Financial
    – · 8 years
    Portland, OR · Adviser representative · Firm CRD 281418
  3. CG Financial Services
    – · 1 year
    Los Angeles, CA · Adviser representative · Firm CRD 142354

Credentials and registrations

Professional designations

Listed by Avise Financial Cooperative

  • CFP®

Investment adviser representative registrations

Leighann Miko is registered as an investment adviser representative in 5 states. The first approvals date from November 2023; the most recent is Texas, in October 2026.

  • CaliforniaSince 21 November 2023
  • New YorkSince 18 February 2025
  • OregonSince 7 October 2024
  • TexasSince 1 October 2026
  • WashingtonSince 13 August 2024

Examinations

No examinations are on Leighann Miko’s record.

Key facts

Full name
Leighann Rose Miko
CRD
6093393
Firm
Avise Financial Cooperative · CRD 328790
Role
Founder
Office
1231 NW Hoyt. St Suite 203, Portland, OR 97209
Registration
Investment adviser registration
In the industry since
November 2015
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Leighann Miko work?

Leighann Miko has been Founder of Avise Financial Cooperative, Inc. since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 22 June 2026

Is Leighann Miko a financial advisor?

Yes. Leighann Miko has a current investment-adviser registration in California, New York, Oregon, Texas and Washington, through Avise Financial Cooperative since November 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Leighann Miko have?

Leighann Miko has 10 years in the financial industry, since November 2015, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where did Leighann Miko work before Avise Financial Cooperative?

Before Avise Financial Cooperative, Leighann Miko was registered through CG Financial Services, October 2015 to October 2016.

Source: IAPD individual record, checked 22 October 2026

Where is Leighann Miko based?

Leighann Miko’s registered office is in Portland, OR.

Source: IAPD individual record, checked 22 October 2026

Is Leighann Miko registered with FINRA?

No. Leighann Miko has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Leighann Miko a CFP?

Avise Financial Cooperative lists Leighann Miko with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Leighann Miko biography, solidiwealth.com

How can I verify Leighann Miko’s record?

Search CRD 6093393 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leighann Miko’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Avise Financial Cooperative

Sources

  1. IAPD individual record, CRD 6093393, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Avise Financial Cooperative, Inc., filed 22 June 2026. Title, control and ownership bands.
  3. Avise Financial Cooperative team page. Biography, education, credentials, awards and the portrait, reproduced for identification.