Chris Mikkelsen Email & Phone Number
Executive Director, Head of Institutional Consulting Services @ Wells Fargo Advisors
Chris Mikkelsen's Location
Saint Charles, MO, US
Chris Mikkelsen's Work
- Executive Director, Head of Institutional Consulting Services @ Wells Fargo Advisors
- Vice President - Sr. Product Manager @ Wells Fargo Advisors
- Vice President, Product Marketing and Communications Manager @ Wells Fargo Advisors
- Assistant Vice President - Qualified Plans @ Stifel Financial Corp.
- Business and Retirement Services Specialist-Investor Relations @ American Century Investments
Chris Mikkelsen's Education
- Truman State University
B.S. (Finance)
1991 - 1995 - Boston University
Certificate in Financial Planning (Financial Planning)
Chris Mikkelsen's Skills
- FINRA Series 7, 63, 65 & 24
- Chartered Retirement Plan Specialist
- Series 7
- Retirement Planning
- Mutual Funds
- Investments
- Financial Advisory
- Marketing Strategy
- Strategic Planning
- Series 63
Chris Mikkelsen's Summary
Chris Mikkelsen, based in Saint Charles, MO, US, is currently a Executive Director, Head of Institutional Consulting Services at Wells Fargo Advisors, bringing experience from previous roles at Wells Fargo Advisors, Stifel Financial Corp. and American Century Investments. Chris Mikkelsen holds a 1991 - 1995 B.S. in Finance @ Truman State University. With a robust skill set that includes FINRA Series 7, 63, 65 & 24, Chartered Retirement Plan Specialist, Series 7, Retirement Planning, Mutual Funds and more, Chris Mikkelsen contributes valuable insights to the industry. Chris Mikkelsen has 3 emails on RocketReach.
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