Our Wealth Management Advisors
Mike Wilson
Senior Advisor
Mike is a senior advisor on the Wealth Management team at NFP’s Minnesota office and has been an investment advisor representative and licensed life insurance agent for over 35 years. His mission is to ensure clients have their financial needs well understood and cared for today and into the future.
He provides services in the areas of retirement income planning, life insurance and estate planning, rollovers from pensions, IRAs and 401(k) plans. He is also able to assist with strategies to reduce income taxes, tax-deferred and tax-free income, long-term care concerns, and IRA required minimum distributions.
Mike attended Moorhead State University and graduated with a B.A. degree in business administration. Mike is certified in retirement and estate planning and is a registered representative with Kestra Financial. He carries the Life Underwriter Training Council Fellow (LUTCF) designation, which signifies that he has the essential insurance product knowledge and sales skills needed to advise clients on insurance needs.
His leadership extends to the community with his past involvement in the Chamber of Commerce, YMCA board of directors, parent/student organizations and former president of Church Council. Mike has three grown children, five grandchildren and has been married to his wife Vicki for 49 years.
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