Professional
Before Mike Mathias can speak intelligently about the products and services that might be appropriate for you and your family, Mike needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Mike.
Review the experiences and accomplishments of Mike Mathias
Mike Mathias has been part of the financial services industry since 1978.
Education
- Bachelor of Science degree in Science & Mathematics from North Dakota State University in 1980
- Chartered Financial Consultant (ChFC, February 2004) and Chartered Life Underwriter (CLU, October 1996) designations earned through the American College in Bryn Mawr, PA
- Wealth Management Advisor with Northwestern Mutual Wealth Management Company
- Securities licensed
Awards and Recognition
Mike Mathias is also 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.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
- Million Dollar Round Table member: 17 times since 1990
- National Quality Award recipent: 21 times since 1982
- National Sales Achievement Award recipient: 7 times since 1984
Associations and Memberships
Mike Mathias is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
- Red River Valley Estate Planning Council - Current Member and 2003-2004 Past President
- Society of Financial Service Professionals
- Nokomis Childcare Center - 2002 Past President
- Floyd Shores Inc - Board Member
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