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 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. 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 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.
Born in Albania, raised in the United States, I have had the good fortune of meeting a lot of people. What I can tell you is that there is nothing like the sense of family and community of Eau Claire, WI.
I received my Bachelor’s degree at the University of Wisconsin – Eau Claire in Business Management. This also happens to be where I met my wife, Nicole. When we moved to Madison, where she furthered her education as a veterinary nurse, we always knew we wanted to come back to the place that never left our hearts.
I began my career with Wells Fargo in 2016 as a personal banker and am now thrilled with my role as a Client Associate with Markin Mickelson Financial Group of Wells Fargo Advisors. It is such a pleasure to get to know our clients and help them achieve their financial goals.
In my free time, I enjoy playing board games, reading books, spending time with my wife and our two cats, watching Marvel movies, and following sports. I can talk to you for hours about football and soccer, especially when it comes to the Green Bay Packers.
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