Chad Mickelson has been with the Markin Mickelson Financial Group of Wells Fargo Advisors for over 20 years. He holds the Chartered Retirement Planning Counselor^SM (CRPC^®) and is a CERTIFIED FINANCIAL PLANNER^® professional 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. For each year from 2018 - 2024 Chad has been recognized as a Wells Fargo Advisors Platinum Council¹.

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 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2018 - 2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year and professionalism. Additional consideration may have invluded best practices and team structure. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

I am fortunate to be a Financial Advisor with the Markin Mickelson Financial Group of Wells Fargo Advisors. Along with fellow Senior Financial Advisor and long-time friend, Chad Mickelson, I am joined by Client Associates Scott Spear, Jodi Fischer, and Ingrid Kapbardhi.

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. 

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 Counselor^SM (CRPC^®) and is a CERTIFIED FINANCIAL PLANNER^® professional. Each year from 2018 - 2024 I have been recognized by Wells Fargo Advisors as a Platinum Council Advisor1. In 2018 and 2019 I was recognized by Forbes as one of Forbes’ Top Next-Gen Wealth Advisors².

Outside of work, I have been heavily involved in numerous local non-profits, including Big Brothers Big Sisters of Northwestern WI, Beaver Creek Reserve Endowment Board, and United Way Emerging Leaders. I have also earned the Eagle Scout award through the Boy Scouts of America. My wife, Brianne, works at Tin Roof Gardens in Eau Claire. We have two children, Jameson and Josie, two cats, and one dog. In our spare time, we enjoy cooking, traveling, entertaining, and reading.


1 The 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2018 - 2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year and professionalism. Additional consideration may have invluded best practices and team structure.


2 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

 

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.