Michael A Mathias, CFP®, AEP®, CLU®, ChFC®

Wealth Management Advisor

Professional

Michael began his career as a college intern while attending North Dakota State University (Go Bison!). Upon graduation in 1980, Michael began building his financial planning practice. Michael and his team believe you should never stop learning. He has achieved the following licensing and designations:

CERTIFIED FINANCIAL PLANNER™, CFP®

  • The CFP® certification is one of the most recognized financial planning marks in the world. The CFP® certification prepares the advisor for a career-long commitment to meeting the ever-changing financial needs of clients.

Accredited Estate Planner®, AEP®

  • The AEP® designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.

Chartered Life Underwriter, CLU®

  • The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. 

Chartered Financial Consultant, ChFC®

  • The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Securities licensed (Series 6, 7, 63 & 65)

Life and health insurance licensed

Michael graduated with a Bachelor of Science degree in Science and Mathematics from North Dakota State University in 1980.

 


Awards and Recognition

MichaelMDRT is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 

Associations and Memberships

Michael is also a member of the following:  

  • National Association of Insurance and Financial Advisors, NAIFA
  • Red River Valley Estate Planning Council - Current Member and Past President
  • Society of Financial Service Professionals
  • Nokomis Childcare Center - Past President
  • Floyd Shores Inc - Past President 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck