Independent Financial Advisor Michael J. Koerner

With IAG since: 2017
Personal: Enjoys family activities, coaching youth soccer, and volunteering

Phone: 262-446-8150
Fax: 262-446-8135
Video Bio: View

Michael has been serving clients since 1998 helping them make decisions about their wealth management needs. As a former Architect, Michael realized the design was not his, but rather his client’s. He was merely the instrument behind it. He has carried this philosophy into financial services helping families and business owners plan their financial futures. This includes the idea that a financial plan is not a product but rather a process that requires periodic pivoting and ongoing reviews. He looks forward to seeing each family pursue their goals.

In 2016, he served as President of the FPA® of Wisconsin and the Board Chair in 2017. The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers, and students who seek advancement in this growing, dynamic profession.

In 2008, he started volunteering his time to Make a Difference – Wisconsin, a non-profit organization educating high school students about savings and banking and understanding credit. To date, the program has been delivered to over 55,000 students throughout Wisconsin. Money success starts with an early foundation of financial literacy that can affect young people their entire life.

Michael is a recipient of the FIVE STAR Wealth Manager award as seen in Milwaukee Magazine, receiving recognition in 2017. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list.

Mike and his wife, Sue, live in Brookfield raising their daughter, Kaelyn. They are also enjoying training and playing with their Black Lab, Rey. Mike enjoys the outdoors and trying to stay in shape. These activities involve family and friends as much as possible.