Investment Advisor Representative, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Securities Registrations: Series 7, 24, 63, Insurance License
Mike earned his Bachelor of Administration degree from Concordia College, Moorhead, MN with a major in Business Administration and Communications. He started his career in the Financial Services Industry in a Management Training Program with St. Paul Companies: St. Paul Life and St. Paul Advisors. He continued to spend several years in Field Management with several companies including ITT Hartford Life. Mike is an experienced financial advisor with nearly 28 years of assisting small business owners and individuals in achieving their goals. He enjoys most all outdoor activities especially golfing and fishing. He lives in Andover with his family.
Craig JergensonCraig Jergenson is a Certified Financial Planner TM practitioner and an Investment Advisor Representative with INVEST Financial Corporation, Inc member FINRA, SIPC an independent broker dealer and a Registered Investment Advisor.
Craig focuses on "Financial Coaching" providing business owners and professionals with investment, financial and retirement planning solutions to fit their individual needs and objectives. His mission to to help people "Win the Game of Life."
Craig is an active member of the Financial Planning Association (FPA). He is Past-President and Chairperson of the FPA of Minnesota. Craig currently is working with the FPA of Minnesota serving on the Symposium Committee. He has served the FPA National Organization as a member of the Membership Advisory Group and a member of the Chapter Leaders Resource Council (CLRC).
Craig is listed in the Cambridge "Who's Who Directory of Professionals." And has been named a Five Star Wealth Manager by Minneapolis/St. Paul Business Magazine in 2008, 2011 and 2012.
Craig enjoys watching and participating in a variety of sports, especially golf. He lives in Maple Grove with his wife Lisa, and two children Jonathan and Anna.
Certified Financial Planner Board of Standards, INC. owns the certification mark CFP(r) CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete inital and ongoing certification requirements.
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