portrait of Mike Wintheiser
FINANCIAL ADVISOR
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Serving clients with $500,000
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About Mike

As your financial advisor, I will fully understand you and your family, your situation, your goals and your finances. I develop personalized strategies, for you, and help ensure your investments, wealth management and retirement income are put into place and well maintained, in collaboration with you of course!

My parents taught me the value of hard work and excellent customer service with their NAPA Auto Parts business. I started working there at a young age and learned quickly that if a customer called, we dropped everything to help them. Needless to say, my drive centers around providing excellent customer service and...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Education

  • University of St ThomasMaster of Business Admin
  • Winona St UnivBachelors

Personal Interests

  • Spending Time with Family
  • Reading
  • Outdoor Enthusiast
  • Volunteering
  • Sports Enthusiast

Team Members

  • Brianna Holt
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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