Mike Conlon, CFP®
Financial Advisor
With 16 years in the industry, Mike Conlon has a solid foundation in both insurance and financial services. Mike is focused on helping maximize his client's lives – by providing them financial footing in the present and a plan for the future. From life insurance to fee-based financial planning, 401(k) plans to tax strategies, and investments to retirement income strategies, Mike provides individualized plans and individualized care. And that's just it – he cares. From helping young parents with a new baby, to helping retirees who are ready to see the world, Mike listens. And he is ready to listen to you.
“It's my profession, but also personal to me.
My relationship with you is intended to be long-term, like family.”
EDUCATION & CREDENTIALS:
- University of Wisconsin-Stout, 2004
- CERTIFIED FINANCIAL PLANNER™ Professional
- FINRA Series 7 & 66 Securities registrations
- Life, Accident, and Health Insurance license
INTERESTS:
Mike is a Minnesota Vikings Season Ticket Holder and an avid Minnesota sports fan. He also enjoys playing golf, basketball, and softball.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.