Our Wealth Management Advisors
Mike Velin , CPWA®, CFP®, MBA
Senior Advisor
Michael is a senior advisor on the Wealth Management team at NFP’s Minnesota office. Serving as an independent personal CFO, Michael specializes in helping high-net-worth families and business owners collaborate with trusted advisors to provide unified and objective advice on their key decisions.
Michael has over 11 years of experience and started at NFP in 2010. Michael’s ability to provide insight and solutions to help clients accomplish financial goals earned him a place on Fortune Magazine’s Five Star Wealth Managers Under 40 list in 2020.
Michael earned his bachelor’s degree in business with minors in economics, art and coaching from Saint John’s University and earned his MBA at the University of St. Thomas. Michael is a CPWA® and CFP®. He also holds his licenses for Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination), as well as Life, Health and Accident licenses.
Michael is involved in his community and is a board member on the Mounds Park Academy Alumni Association Board, where his wife, Ashley, is also a mental health counselor. Together, they have two daughters, Claire and Natalie. Michael enjoys running, biking and hiking. He also enjoys cooking, traveling and Minnesota sports.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures