Chad Mickelson has been with the Markin Mickelson Financial Group of Wells Fargo Advisors for over 20 years. He holds the Chartered Retirement Planning CounselorSM (CRPC®) and CERTIFIED FINANCIAL PLANNERTM professional certifications along with pertinent securities registrations. While attending the University of Wisconsin - Eau Claire, Chad earned a Bachelor of Business Administration degree in Business Economics and an Advanced Business Communications Certification. Since 2018, Chad has been recognized by Wells Fargo Advisors as a Premier Advisor.1
Chad is a member of the Kiwanis Club of Eau Claire and served as President for the 2013-2014 year. Chad's wife, Sara, is a Registered Nurse for an urgent care clinic. They have two children named Lilah and Max. The family enjoys traveling and the north woods.
1 The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
I am fortunate to be a Financial Advisor with the Markin Mickelson Financial Group of Wells Fargo Advisors. Along with fellow Financial Advisor and long-time friend, Chad Mickelson, I am joined by Senior Client Associates Kim Strange, Jodi Fischer, and Katie Elbert.
I am an Eau Claire native who returned over a decade ago after living in the Twin Cities for 9 years. While living in the Twin Cities, I was a Chef for a number of years at a highly successful restaurant. For anyone who has not worked in a professional kitchen, it is important to know that a Chef’s guiding principal revolves around mise-en-place (meez ahn plahs). French for “everything in its place,” mise-en-place means making sure your ingredients are prepared and portioned prior to the start of service. It means having your “station” stocked with pots and pans. It means making sure your station is clean before, during, and after service. This is what allows a chef to prepare dozens of meals so quickly and (seemingly) effortlessly.
But mise-en-place means so much more, it’s an ethos. It’s being prepared for anything and everything that is thrown at you, both literally and figuratively. Whether it’s being mentally prepared for a busy dinner rush, or getting ready for a dream vacation, or having your affairs in order in case of an untimely death. As a Financial Advisor, mise-en-place means crafting a plan that revolves around what matters most in your life – your Family, your Occupation, your Recreation, and your Money (FORM).
The Markin Mickelson Financial Group of Wells Fargo Advisors are Financial Advisors primarily for a select group of successful individuals, who, among other things, have two major aspirations: attaining a work-optional lifestyle and securing their family’s financial legacy. Our Group has developed and refined a process to help you put all the pieces of the financial puzzle together, which we call our “3D FORMula”. The 3 D’s stand for: Discovery, Design, and Deploy.
Our “3D FORMula” begins when we sit down with you and take the time to understand your unique, individual situation (Discovery). We analyze your needs and then we craft a detailed plan that stresses your top priorities. For this part of the process we utilize Wells Fargo Advisors Envision® plan (Design). The Envision plan incorporates a goals-based planning philosophy to help you pursue your specific financial priorities and objectives. Implementing the Envision plan is designed to help provide confidence that all the pieces of your financial puzzle are in place, clearly understood, and focused to address your needs. As we all know, when life changes, our needs change. We have refined our “3D FORMula” so that, as your life unfolds, your Envision plan can evolve with you (Deploy).
My objective is to help my clients and their families bring clarity to the chaos of life. Critical life events will occur – for everyone, and I believe good decisions stem from proper planning. Having one’s mise-en-place in order can help prepare you for the puzzle that is life and many of its uncontrollable aspects. Our “3D FORMula” is designed to provide that clarity.
I began my career with A.G. Edwards, a predecessor firm of Wells Fargo Advisors in 2005. I received my Bachelor of Arts degree in Entrepreneurship from the University of St. Thomas in St. Paul, MN. In addition to applicable securities registrations, Clint holds the Chartered Retirement Planning CounselorSM (CRPC®) and CERTIFIED FINANCIAL PLANNER™ professional certifications. Since 2018, I have been both recognized by Wells Fargo Advisors as a Premier Advisor1 and as one of Forbes’ Top Next Generation Wealth Advisors2.Outside of work, I am the President of Big Brothers Big Sisters of Northwestern WI and I also sit on the Beaver Creek Reserve Endowment Board. My wife, Brianne, is the Marketing and Development Director at Beaver Creek Reserve in Fall Creek, WI. We have two children, Jameson and Josie, two cats, and one dog. In our spare time, we enjoy cooking, traveling, entertaining, and reading.
I grew up on a farm in southeast Minnesota, the youngest of sixteen children. Being from a large family, I learned how to work in a group. My parents would say, “The chicken coop needs to be painted” or “Walk the fence line on the back pasture, look for problems, and trim weeds.” They would then assign which brother or sister would work together. From there, we needed to work together as a team and accomplish the project. This taught me the importance of problem solving, cooperation, teamwork, and negotiation.
After Caledonia High School graduation, I remained in Caledonia, MN and commuted to La Crosse, WI where I worked for five years. From there, I attended Winona Area Technical Institute, where I graduated with a degree in Accounting. While in Winona, MN, I met and married my husband, Daniel Strange. We lived in Hopkins, MN for several years before moving to Chippewa Falls in 1989. During our time in Hopkins, I worked for several years in Eden Prairie in financing and cash management before becoming a stay-home mom for twelve years. I continued to care for our children at home during our move to Chippewa Falls, before returning to work for former Financial Advisor, Mike Markin, in 1998. I started part-time when my youngest daughter was in 1st grade and switched to full-time when she learned to drive.
The Markin Mickelson Financial Group of Wells Fargo Advisors is like a big family, where we work to accomplish your goals and dreams. My responsibilities include scheduling and preparing reports for client meetings, verifying cost basis, updating account information, and providing customer service. Getting to know our clients over the years has been the best part of working in this industry.
Dan and I have four grown children and several grandchildren. My interests include gardening, camping, quilting, painting, and antiquing. Sometimes I just collect ideas and inspiration – not sure that is a hobby, but I sure enjoy it!
I was born and raised right here in Eau Claire. After high school, I attended the University of Wisconsin – Eau Claire and graduated with a Bachelor’s Degree in Business Finance. After college, I married my husband Travis and gained my bonus daughter, Ally. Travis and I have since expanded our family with the addition of our two boys, Owen and Caleb.
Outside of work I enjoy spending time with my family, traveling, and reading.
I began my financial career at AG Edwards (a Wells Fargo Advisors predecessor firm) in 2007 and have been a member of the group since 2011. I work closely with clients to open new accounts, service existing accounts, assist with Access Online setup and maintenance, and work as the group’s managed account liaison. I enjoy getting to know our clients and assisting them on their financial journey.
I was born in Madison, but grew up in a farm house on the outskirts of Jim Falls. The youngest of four children, I always had a friend to play with, a shoulder to lean on, and endless advice to live by. I loved growing up in a small town with a big family, and those experiences and values I learned so many years ago helped shape me into the person I am today. After high school, I attended Brooks College in Long Beach, California, were I graduated Valedictorian with a degree in Business Administration. Longing for the easy country living, I returned to Wisconsin and went on to attain my Bachelor’s Degree in Human Resources and Business Management from the American Intercontinental University Online.
I met the love of my life, Andrew, in high school, and together we moved between Virginia and Florida during his nearly 8 year career in the US Navy. It was in Florida that we had our first daughter, Gabriella, when we decided it was time to come home to Chippewa Falls and raise our family. Since returning, we were blessed with two more children, Jeremiah and Adelynn, a dog Luna, and a cat Octavius Gustafson.
Andrew continues to serve the community as a firefighter/paramedic for the Eau Claire Fire Department, in addition to volunteering with the Tilden Fire Department.
Outside of the office, I enjoy spending time with our families, hunting, fishing, camping, running, and volunteering on the Women’s Axillary for the Tilden Fire Department. Our children are the center of our world and any opportunity that we get to teach them a life lesson, or just listen to them, we seize it.
Working in the wealth management industry for over 10 years, I have experience in client services and operations. I provide a wide-range of client services including administrative support, preparing client financial reviews, and working closely with 529 plans, annuities, and retirement plans. I hold the Chartered Retirement Planning CounselorSM (CRPC®) designation, Series 7 registration, Insurance Licenses, and am a Notary Public.
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