Michael Piel

CFP®
direct 715 842-7100
toll free
fax 715-298-3826
2405 Schofield Avenue, Suite 240
Weston, WI 54476
Mike began his Financial Advising career in 1986 after graduating from the University of Minnesota with a Bachelor Degree of Applied Studies in Human Relations; Criminal Justice focus. He resides in Wausau, Wisconsin with his wife Karen and they have four adult children; Mikella, Scott, Ryan and Nate. Mike has been involved with many non-profit organizations over the years, including Ducks Unlimited, Wausau Area Youth Football, youth basketball programs, Optimists and Rotary. In his spare time, he enjoys spending time traveling with Karen, supporting his children’s endeavors, fishing and hunting.

Services & Client Experience

Mike has concentrated his practice on advising businesses and individuals, with a focus on wealth management, asset protection and succession planning. He is committed to helping his clients improve their long-term financial success. Mike offers a wide range of quality financial products and services while working alongside his clients’ tax and legal advisors to develop efficient and effective tax, estate and succession plans.

Products & Services Offered

  • Wealth Management
  • Asset Protection
  • Retirement Planning
  • 401k/Qualified Retirement Plans
  • Wealth Transfer Options
  • Business Succession Planning
  • Long Term Care Planning
  • Life Insurance
  • Disability Income Insurance
  • Fixed and Variable Annuities
  • Group Insurance
  • Health Insurance
  • Buy/Sell Insurance
  • Long Term Care Insurance

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