Mike Gary, ChFC®, AIF®, FSCP®

Mike Gary, ChFC®, AIF®, FSCP®

Finanical Advisor


  • I have been a Financial Professional since 1991

  • 26-year Principal® veteran

  • Achieved my Chartered Financial Consultant (ChFC®) professional designation from the American College and AIF designation from FI 360.

  • I specialize in wealth management strategies, qualified retirement plans, non-qualified executive benefit plans, exit planning, and risk management-insurance protection.



  • Bachelor in Management with an emphasis on finance, University of Northern Iowa

  • FINRA Series 6, FINRA Series 7, FINRA Series 66 and FINRA Series 65 securities registrations

  • Iowa Life and Health Insurance License



  • Married to Gina; two daughters Johnna & Anna

  • Lifelong resident of NE Iowa

  • Member of All Saints Catholic Church

  • Past President of Daybreak Rotary

  • Past President of 5 Seasons Toastmasters Club

  • Member of Cedar Rapids Estate Planning Council

  • Longtime volunteer of Big Brothers Big Sisters

  • Board member of NAIFA Cedar Rapids Chapter

  • Member of the Kennedy Booster Club Golf committee

  • Past chair of the Great Eastern Iowa Duck Race

  • Past member of the All Saints Finance Council

Phone (319) 362-2149