Broker Check
Michael J. Dreyer, CFP®, CAIA

Michael J. Dreyer, CFP®, CAIA

Owner / Principal

Background

Mike was born and raised in Appleton, WI. He received his bachelor's degree from the University of Wisconsin - Madison. After graduation, he entered the financial service field, where he has worked ever since. Mike resides in Appleton with his wife, Jenni, his sons, Theo and Elijah, and their two dogs. In his spare time, he enjoys flying airplanes, hiking, golfing, traveling, and cheering on the Badgers.

 

Education

Chartered Alternative Investment Analyst (CAIA)

CFP® CERTIFIED FINANCIAL PLANNER™ Professional

NYU School of Professional Studies Certificate in Financial Planning

Securities Licences 7 & 66 

Life, Health and Variable Insurance Licences

Bachelor's Degree University of Wisconsin - Madison

 

Memberships

CAIA Association

Financial Planning Association® (FPA®)

Estate Planning Council of Northeastern Wisconsin