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Michael Egermier, CFP

Michael Egermier, CFP Michael Egermier, CFP's profile

Mike joined the financial services industry 14 years ago after graduating from the University of Nebraska-Lincoln in 2001. After college, Mike began his career working for Oppenheimer Funds, a prominent mutual fund company located in Denver, Colorado, where he assisted financial advisors and their clients and learned the fundamentals of the investment industry.

In 2004, Mike expanded his financial background by changing roles and joining Egermier Wealth Management Group. Here he began learning the business from the ground up by starting in back office operations and eventually reaching his goal of taking on clients and working with them to directly offer investment advice.

Mike understands that many people label themselves as financial planners and chooses to differentiate himself through education in order to better understand how to best serve his clients needs. He is currently licensed in Insurance, and holds the Series 7 General Securities registration, and Series 24 Investment Principal registration, which is required in order to manage and supervise branch activities, through LPL Financial.  Most recently, he obtained the CERTIFIED FINANCIAL PLANNER certification, which includes emphasis on taxes, estate planning, retirement planning and investments among other areas.

When not assisting clients, Mike enjoys being active in the community and has served as the Skutt Catholic Alumni Association president, participated in the mentoring program through the Omaha Home for Boys, and is a member of the Nebraska Financial Education Coalition and the Financial Planning Association. Mike believes there is a staggering lack of education among the general public when it comes to how to save for retirement. He has discussed this and other topics in publications such as the Midlands Business Journal and has been interviewed on local television in the Omaha area.

Mike, and his wife, Stephanie met through the Chamber of Commerce during an Egermier Group presentation regarding Women and Investing in 2006. Steph and Mike were married in 2010 and have recently welcomed a daughter, Emma, born in 2014. Emma rules the house along with Zoey, their cairn terrier rescue following the 2011 Joplin, Missouri tornado.

Click here to contact Michael: michael.egermier@lpl.com