Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Saving for Education
  • Charitable Giving
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor Business & Finance, 1991, Moorhead State University, Moorhead, MN

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2009, 2011, 2012
  • Ameriprise Circle of Success, 2010, 2013-2019
  • Diamond Ring Club Award, 2011

Community participation

Fond du Lac Fondue Fest

The Women's Group of Englewood Community Hospital

Englewood Chamber of Commerce

Venice Chamber of Commerce

Noon Rotary of Englewood

Venice Area Young Professional

Interests

Mike is married to his wife, Julia. They have two daughters, Tabitha and Nicole and son-in-law Drew, two granddaughters, Alexis and Ava and a grandson, Easton. Mike enjoys spending time with his family, boating, scuba diving, and golf.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.