Work History
Edward Jones
Edward JonesAugust 2010 to Current
About Mike
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to develop a strategy for retirement, estate or family wealth asset transferring, reducing taxes, saving for a child's college education or protecting what you've accumulated, I can help.
Born in Sheboygan, my parents also were born here. I've been married to wife, Heidi, for over 30 years (also from Sheboygan), and we have three sons – Bret, Jordan and Matt.
I attended UW Eau Claire earning a Bachelor of Business Administration. I also have achieved from the College of Financial Planning...
Born in Sheboygan, my parents also were born here. I've been married to wife, Heidi, for over 30 years (also from Sheboygan), and we have three sons – Bret, Jordan and Matt.
I attended UW Eau Claire earning a Bachelor of Business Administration. I also have achieved from the College of Financial Planning...
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Divorce Finances
Work History
Edward Jones
Edward JonesAugust 2010 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Univ of Wisconsin,Eau Claire
Univ of Wisconsin,Eau ClaireBachelor of Business Admin
Education
Univ of Wisconsin,Eau Claire
Univ of Wisconsin,Eau ClaireBachelor of Business Admin
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
SheboyganFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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