Michael Mihm, ChFC, CLU
Branch Director at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Branch Director
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2018 - Present
Greater Milwaukee Area
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Wealth Manager
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Sep 2017 - Present
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BMO Wealth Management - U.S.
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United States
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Financial Services
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300 - 400 Employee
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Director - Private Wealth Advisor
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Sep 2015 - Sep 2017
Milwaukee, WI Lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Collaborate with clients and prospects to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Identify and engage a Client Strategy Team to create a unique and evolving wealth management plan to achieve these goals and give clients the confidence that they are getting the most from their wealth.
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Senior Financial Planner
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May 2013 - Sep 2015
Milwaukee, WI Specialized in providing customized financial planning analysis and solutions to high-net-worth individuals and families as part of an overall wealth management strategy. Ranked #1 Financial Planner Regionally and #2 Nationally with a Distinguished performance rating.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Director - Planning and Sales
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Dec 2011 - Apr 2013
Milwaukee, WI Responsible for leading the development and implementation of strategic priorities to promote field growth in financial planning, product sales and productivity.
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Director - Field Vertical Growth Consulting
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May 2010 - Dec 2011
Milwaukee, WI Played lead role in building and developing a consulting team and resources to execute on key strategic initiatives designed to increase sustainable field productivity and total average revenue.
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Director - Business Development
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Mar 2006 - May 2010
Milwaukee, WI Led team responsible for the vision, growth and strategic development of the Investment Specialist program and consulting efforts to field leadership resulting in a 268% increase in specialist production over five years.
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Assistant Director - Business Development
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Apr 2004 - Mar 2006
Milwaukee, WI Led team responsible for the consulting efforts to field leadership and growth of the Investment Specialist program.
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Business Development Consultant
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Jan 2003 - Apr 2004
Milwaukee, WI Responsible for consulting with our field offies on the integration of investment business and growth of the Investment Specialist program.
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Baird
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Oct 2000 - Dec 2002
Provided comprehensive financial planning advice and services to high-net-worth individuals and business owners. Ranked in the top quartile of Financial Advisor peer group.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Apr 1993 - Sep 2000
Brookfield, WI Responsible for building a client base and managing a financial services practice by helping individuals and business owners achieve their financial goals by addressing their insurance and investment needs.
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Education
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University of Wisconsin-Madison
Bachelor of Arts (B.A.), Journalism -
The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998