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Michael J. Mihm, CHFC®, CLU®
Mike Mihm is a Senior Wealth Manager at Annex Wealth Management.
As a Senior Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversees those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives, prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning Team, and engage in business development to deliver results.
Mike earned his Bachelor of Arts in Journalism from University of Wisconsin and is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), has passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and the Uniform Combined State Law (Series 66) exams.
Before he worked at Annex Wealth Management, Mike was a director and private wealth advisor and a Vice President at a major private banking firm.
Mike is a UW Soccer alumnus and enjoys travel, running, and both playing and coaching soccer.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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