In 1983, Mike started his career in financial services. From 1983 to 1997, he has held positions with Canada Life of America Financial Services, Inc., Aetna Life Insurance and Annuity Company, and Monarch Securities, Inc. Mike has also owned WealthPlan, LLC since 1991, which offers investment advisory and brokerage services through Harbour Investments, Inc. He has been registered with Harbour Investments, Inc. since 1993. In September 2015, he co-founded RIA Services, LLC and acts as Relationship Manager.
During his free time, Mike contributes to a weekly radio show where he shares essential financial insights and tips. In his community, Mike stays active conducting a 75-member adult community band, as well as, acting in and directing shows for local theater. Mike and his wife, Janet, are both active members of their local church, love to travel, and are residents of De Pere, WI.
Education and Professional Licenses
- Certified Financial Planner (CFP)
- Bachelor of Arts – University of Wisconsin - Whitewater
- FINRA Series 6: Investment Company and Variable Contracts Products Representative Exam
- FINRA Series 62: Corporate Securities Representative Exam
- FINRA Series 63: Uniform Securities Agent State Law Exam
- FINRA Series 65: Uniform Investment Adviser Law Exam
- Wisconsin Life/Health Insurance License
