Contact Us

Thank you for your consideration.

As you pursue your financial goals, you deserve a group who can provide sound advice and thoughtful guidance. 

We are here to listen and help you plan for your future with confidence.  We have access to the resources and experience of one of the nation’s most recognized financial services companies. 

We would appreciate the opportunity to help you develop an investment strategy that is designed to evolve as your life unfolds.  Our “3D FORMula” is designed to help clients and their families bring clarity to the chaos of life.  Critical life events will occur – for everyone, and we believe good decisions stem from proper planning.  Our “3D FORMula” is designed to provide that clarity.

We truly appreciate your time and will get in touch with you promptly.

Chad E. Mickelson, CFP® CRPC®
Managing Director - Investments
Senior Financial Advisor

715.832.6171
Email Chad 



Scott Spear
Client Associate

715.832.6171
Email Scott  



Ingrid Kapbardhi
Client Associate

715.832.5500
Email Ingrid 

Clint A. Markin, CFP® CRPC®
Managing Director - Investments
Senior Financial Advisor

715.832.6171
Email Clint  



Jodi Fischer
Senior Client Associate
Officer

715.832.6171
Email Jodi
Markin Mickelson Financial Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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