Broker Check
Michael Dreyer, CFP®, CAIA, CEPA®

Michael Dreyer, CFP®, CAIA, CEPA®

CEO & Advisor

(920) 380-7056

(920) 214-8282

mike@dreyerwealth.com

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
Certified Exit Planning Advisor (CEPA)
Chartered Alternative Investment Analyst (CAIA)
CFP® CERTIFIED FINANCIAL PLANNER™ Professional
NYU School of Professional Studies Certificate in Financial Planning
Securities Licenses 7 & 66 
Life, Health, and Variable Insurance Licenses
Bachelor's Degree, University of Wisconsin - Madison

 

Memberships
CAIA Association
Financial Planning Association® (FPA®)
Estate Planning Council of Northeastern Wisconsin
Fox Cities Chamber of Commerce
Heart of the Valley Chamber of Commerce