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Our financial advice team


Brian Mickelson, Private Wealth Advisor serving the Plymouth, MN area - Ameriprise Advisors

Brian Mickelson

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
True Colors Financial

An Ameriprise Private Wealth Advisor

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Business Retirement Plans
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Business Administration, Bachelor of Science, University of Wisconsin - Stout
  • College for Financial Planning
  • American College

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer Firefighter and Emergency Medical Responder for local fire department.

Interests

  • Brian is married to Kelly, and they will be celebrating their 25th wedding anniversary this year. They live in Farmington, MN where they raised two daughters who are now in college. He enjoys playing games and traveling with family, being out on the lake fishing or touring the St Croix River with friends and getting in an occasional round of golf. When Brian is not the office he volunteers as a firefighter for the city of Farmington.