Mike Walsh, AIF®

Mike Walsh, AIF®

Financial Advisor

Mike works with small to medium size businesses to help meet the needs of the owners and employees through exit planning, executive solutions, and retirement plans. Mike also works with individuals, families, pre-retirees and retirees to help them create a customized financial strategy to help them plan for their financial goals.

Mike has been in the financial services industry since 2012. He is a Registered Representative with Principal Securities, Inc. and is a Financial Representative for Principal Life Insurance Company and Principal National Life.

Mike received his bachelor’s degree from the University of Iowa, graduating with a major in Economics. Mike also holds his FINRA Securities Registrations Series 6, 63, 65 and Life and Health Insurance Licenses.

Mike is active locally and within the financial services industry as a member of NAIFA-Cedar Rapids (National Association of Insurance and Financial Advisors), The 100 Plus Men Who Care Hawkeye Chapter, Sports World, the Iowa City Noon Rotary Club and First Lutheran Church in Cedar Rapids. 

Mike and his wife, Laura, have been blessed with two children, Ruthie and Eddie and have recently moved from Cedar Rapids to Solon. Mike and his family enjoy traveling, golf and following the Hawkeyes and the Green Bay Packers. 

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.


Phone (319) 339-4181