Mike Innes

Financial Advisor

A measurable plan is the objective. Let’s create yours.

Financial planning and the insurance selection process can be complex and discouraging. Let us help guide you on this journey.

 

Mike Innes

Financial Advisor

A measurable plan is the objective. Let’s create yours.

About

When Mike met his wife Darla, he got an informal introduction to financial wellness.

Together, they helped each other address their own financial burdens, paying off school debt, credit cards, and vehicles in a little over a year, which lowered their monthly bills by over a thousand dollars a month. Their debt elimination strategy was aggressive, but Mike will never forget the feeling of accomplishment, relief, and freedom he felt when he was reacquainted with discretionary income.

This experience opened a whole new world of possibilities for Mike, as he was finally able to invest for the future, rather than being held back by past purchases.

Mike became a financial advisor to walk others through this journey to financial security.

That feeling of freedom is what he wants for every client in his practice. Email Mike to schedule your first complimentary, no-obligation consultation.

Qualifications

  • Registered Representative and Investment Advisor Representative
  • FINRA Series 7 and 66 Registered
  • Life, Accident and Health Insurance License
  • Property and Casualty Insurance License

More about Mike

Mike’s loyalty to Minnesota runs deep. He was raised in Brainerd, Minn., and he received his associate’s degree from Central Lake College and his Bachelor of Arts in Management from The College of St. Scholastica. He currently lives in Richfield, Minn., and he and his wife Darla enjoy a nice walk through the neighborhood along with the accessibility of what the downtown area has to offer.

Outside of work, Mike also enjoys board games and card games, exercising from home, agate hunting, hiking, watching Minnesota sports team’s and watching documentaries—send your recommendations his way!

The process

When Mike first sits down with you, he starts by learning about you, so he can identify a financial strategy that is specific to you and will help you move toward making your short-, medium- and long-term goals a reality.

First, Mike helps you define your financial goals and objectives, defining what you want out of life based on your personal values, not simply what everyone tells you success looks like.

Next, you and Mike will discuss your current financial situation and any immediate changes you need help making.

Once you feel Mike has a proper understanding of where you want to go and where you’re starting from, you will receive a strategy with action steps to help you reach your financial success.

Above all, Mike values transparency and communication in his client relationships. He strives to create an environment where your concerns are always heard and understood, and he works to find solutions that satisfy your current needs and are appropriate for your future ambitions.

Send Mike an email letting him know your top financial concern, and he will schedule a free, no-obligation meeting in-person or through a video call to learn more about you and your financial objectives.

Services

  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Liability protection strategies
  • Life insurance
  • Retirement strategies
  • Risk management
  • Wealth management
  • Employee benefits

Team

Madeline Larson
Madeline Larson

New Business Coordinator

North Star resource team

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Heather Scharnberg
Heather Scharnberg

Director of Employee Benefits

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Michael Sejbl
Michael Sejbl

Insurance Consultant

Miranda Hackbarth
Miranda Hackbarth

Employee Benefits Consultant

Contact

Connect with Mike

    Minneapolis

    2701 University Ave. SE
    Minneapolis, MN 55414

    Get directions

    Mike is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

    3132891/DOFU 6-2020