Michael Law,CFP®

Michael Law,CFP®

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Location
Greater Minneapolis-St. Paul Area
Industry
Financial Services

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Michael Law,CFP®'s Overview

Current
Past
  • RIA Specialist at Octavus Group, LLC
  • Channel Wholesaler at Foresters
  • Regional Vice President at Independent Mutual Fund Company
  • Regional Vice President at First American Funds
  • Product Manager at Ameriprise Financial
  • Regional Sales Director at RiverSource Distributors, Inc
  • Financial Advisor at Heartland Financial Group
  • Financial Advisor at RBC Dain Rauscher
Education
  • University of Wisconsin-Madison
Recommendations

8 people have recommended Michael

Connections

500+ connections

Websites

Michael Law,CFP®'s Summary

Michael has spent over a decade in the financial services industry helping both clients and advisors reach their goals. Utilizing a consultative approach to help others build more profitable and fulfilling businesses.

Throughout his career, he has pioneered marketing and sales strategies that were the genesis for many programs adopted and implemented company-wide. Michael possesses an unparalleled ability to build iron-clad relationships with financial advisors. With his extensive knowledge and experience he assists advisors to strengthen their brand, develop strategies to acquire new clients and bullet proof relationships with existing clients. Michael works closely with advisors and investment analysts on portfolio construction, assisting in the selection of appropriate investment instruments to build the right portfolio for each client situation.

Previously, Michael was a Regional Vice President at First American Funds, the asset management arm of US Bank, where he helped increase distribution of their funds. Earlier on he was a Regional Sales Director and Product Manager with RiverSource Distributors, the asset management arm of Ameriprise Financial. While there Michael helped grow the outside distribution of fixed and variable annuity products and worked closely to rebrand the company as they moved from American Express to Ameriprise Financial and RiverSource Distributors. Before RiverSource, Michael worked as a financial advisor for several years, guiding his clients through the difficult markets following the technology bubble of the late ‘90’s.

Michael holds a Bachelor of Science in Agricultural Business Management from The University of Wisconsin - Madison. He is a CERTIFIED FINANCIAL PLANNER™ and holds the FINRA Series 7, 63, and 65 licenses as well as the Minnesota Life and Health insurance license.

Specialties

• Relationship Management
• Portfolio Construction and Analysis (Asset Allocation and Investment Solutions)
• Investment Analysis (Alternative and Traditional Investment Products)
• Business Development, Practice Management, Client Acquisition and Retention Strategies
• Sales, Marketing and Branding Strategies
• Large and Small Group Presentations
• Retirement Plans for Businesses and Individuals
• FINRA Licenses Series 7, 63, 65, CRD # 3194682, MN Life & Health Insurance License

Michael Law,CFP®'s Experience

Sr. Internal Sales Specialist

Securian Financial Group

Privately Held; 1001-5000 employees; Financial Services industry

2012Present (less than a year)

RIA Specialist

Octavus Group, LLC

2011April 2012 (1 year)

Channel Wholesaler

Foresters

20102011 (1 year)

Regional Vice President

Independent Mutual Fund Company

20092010 (1 year)

Regional Vice President

First American Funds

20062009 (3 years)

Product Manager

Ameriprise Financial

20052005 (less than a year)

Regional Sales Director

RiverSource Distributors, Inc

20032005 (2 years)

Financial Advisor

Heartland Financial Group

20012003 (2 years)

Financial Advisor

RBC Dain Rauscher

19992001 (2 years)

Michael Law,CFP®'s Education

University of Wisconsin-Madison

Bachelor of Science, Agricultural Business Management

19951999

Agricultural Business Management is a joint degree option with the Business School focused on managerial economics, how businesses make decisions and minimize risk, and how to use applied mathematics and statistics to analyze prices and markets.

Activities and Societies: Varsity Wrestling

Michael Law,CFP®'s Additional Information

Websites:
Interests:

Avid outdoor enthusiast, adventure seeker and student of the economy. I have some great memories of climbing Half Dome in Yosemite, Running with the bulls in Pamplona and walking on the floor of the New York Stock Exchange.

Groups and Associations:

• The Fusion Group – Trained and Utilize “Ready, Set, Go” sales composition • FPA - Financial Planning Association of Minnesota

Honors and Awards:

FLMI - Fellow, Life Management Institute
FFSI - Fellow, Financial Services Institute

Contact Michael for:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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