Mike Truyman, CFA®, MBA
Associate Financial Consultant, LPL Financial Advisor
Johnson Financial Group Financial Advisors
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Empowering clients to pursue their dreams.
As Associate Financial Consultant, Mike helps clients develop holistic financial plans that address investment and risk management. Mike focuses on building strong relationships – not just conducting transactions. Through an empathetic approach, Mike takes pride in listening to what his clients want to achieve. He assesses their unique needs, wants and financial goals to develop a financial plan that allows them to live the life they want to live.
Experience
- Prior experience with various financial roles in the investment and insurance industries
- Strong background in accounting and corporate finance
- Chartered Financial Analyst®
- Accounting degree from the University of Wisconsin – Milwaukee; MBA in Finance and Investments from the University of Notre Dame
*Neither LPL Financial, nor its registered representatives, offer tax or legal advice. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Financial Planning
- Investments
Community Involvement
- Community Benefit Tree Board Member
- Rotary Club of Appleton Board Member