Erik Mikkelson
President | Owner@ RMR Wealth Advisors, LLC
Madison, Wisconsin, United States
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Erik Mikkelson is a highly experienced Certified Financial Planner Professional with 34.9 years of work experience. He specializes in lean manufacturing, strategic planning, personal and business finances, portfolio management, and retirement planning. Based in the United States, Erik has worked with families as a Certified Financial Planner Professional for 17 years, focusing on complex wealth and project management. He has expertise in customized investment and cash flow management strategies, as well as other complex family projects. Erik takes his fiduciary duty seriously and provides advice and investment recommendations based on his clients' goals and needs.
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Emails and Phone Numbers

@linktr.ee
@gmail.com
@rmradvisors.com
+1 608663****
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About

In addition to 17 years working with families as a Certified Financial Planner™ Professional, my experiences gained from twelve plus years in consumer products businesses were focused on strategic planning, logistics, operations, M&A, and project management have provided a useful foundation for working with families having complex wealth and project management needs. Families' needs often require highly customized investment and cash flow management strategies, and a variety of other complex family projects requiring the coordination of many different experts to best achieve their desired outcomes. These may include assisting with the valuation, acquisition or sale of a business, complicated gifting or wealth transfer strategies through estate planning and tax mitigation, as well as other small business and family office consultative services dealing with business and real estate investment due diligence and general project management services. I take my fiduciary duty very seriously, to do what is in my clients’ best interest at all times. Being independent and fee-only, we do not receive compensation for the sale of securities or other products, nor do we accept any commissions. My motivation and incentive is to provide advice, service and investment recommendations based on your goals and needs, period. For Your Financial Future!®

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Work Experience

400 Interlake Drive, Madison, Wisconsin, 53716, US

Financial Services

4
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Erik Mikkelson's Professional Milestones

  • President | Owner (2001-05-01~): Driving strategic growth and company growth through strategic planning and effective team leadership.
  • President | Owner: Building a high-performing management team, ensuring smooth operations and achieving organizational goals.
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Education

St. Olaf College
St. Olaf College

Economics

1985-1989