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Michael Kojonen

700 Commerce Dr, #290





Financial Advisor

About Me
Workshops Offered

Allocation & Modern Portfolio Theory
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
Investment Concerns in a Fragile Market
Taking Control of your Cash - Addressing Debt
Strategies for a Sustainable Income in Retirement
Tax Planning
Understanding 401k Rollovers
Financial Behavior

Founder & Owner of Principal Preservation Services, LLC and Principal Wealth Services, LLC
Has been in the financial services industry for over 22 years and primarily focuses on helping clients plan for retirement by utilizing my knowledge/skills/experience on Taxes, Social Security, Risk Mitigation, and Distribution Strategies. Mike has been teaching classes on these topics for the past 13+ years. Mike and his team of advisors, services over 500 families in the Wisconsin/Minnesota area. Mike has recently been awarded the 2023 Advisor of the Year from Alpha Star Capital Management. Mike has been married to his wife Angie for almost 25 years and they have nine children and five grandchildren.

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