About Mike
Mike is a financial professional who works with families and individuals to provide them with financial and education planning, wealth management and risk management services. His personalized approach helps clients chart a course that aims for financial confidence, providing them with the information and confidence they need to create a retirement plan consistent with attainable goals.
He enjoys spending time with his wife and two children and has outside interests in golf, biking and cooking.
Education
Mike graduated from Iowa State University. As part of the financial services industry since 2001, he holds a series 7, 63 and 66 securities registration through LPL Financial as well as Life and Health insurance licensing in the state of Wisconsin.
Background
Mike joined Landmark Investment Center in 2016 as the Program Manager and is bringing over 30 years of experience in providing financial advice to clients of all levels. He has earned his FINRA Series 7, 24, 53, 63 and 66 registrations held through LPL Financial, in addition to his Life and Health licenses. Michael is able to offer access to investment and risk management strategies from over 100 companies through LPL Financial. Mike has been an instructor of Principles of Personal Financial Management workshops since 2005, working with clients both inside and outside the credit union, helping them in all aspects of seeking growth and preservation for their wealth.
Area Served
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New Berlin
Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Check the background of our investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Landmark Credit Union Guaranteed | Not Landmark Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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