Michael Mullins, RICP®

Senior Financial Advisor

Mike has invested 35 years as a financial advisor to help clients find financial peace of mind as they strive to define, plan for, and achieve their financial goals.

Mike is deeply committed to helping clients realize their visions for their future. Through thoughtful and realistic goal setting, he helps them create action plans for investing and saving. Through annual focused goal reviews, he helps them keep the plans updated to reflect real life.  By creating, monitoring and managing customized investment portfolios, he strives to keep the investments focused on achieving the clients' visions for their future.

Mike has been married to his high school sweetheart, Wendy, for 21 years and has 5 adult children and two granddaughters. He is a life-long church musician and enjoys bicycling and gardening.


Years Experience: 35

Areas of Focus:  Team-driven comprehensive financial planning, tax and estate planning, retirement income planning, investment research and management, asset allocation, portfolio construction


Education & Registrations:

  • B.A., History, University of Minnesota

  • M.A., Pastoral Studies, University of St. Thomas

  • Retirement Income Certified Professional (RICP) Certification

  • Series 7, 63, 65 securities licenses

  • MN, TX, SC insurance licensed-life

Community Volunteer Experience:

  • Commissioner, Human Rights and Diversity Commission, City of Eden Prairie 
  • Board member, Foundation for Eden Prairie Schools
Phone (612) 240-7067