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Michael Erpenbach CFP Professional

Michael Erpenbach CFP Professional

Guidance Counselor/Athletic Director

Followers of Michael Erpenbach CFP Professional454 followers
location of Michael Erpenbach CFP ProfessionalGreater Minneapolis-St. Paul Area

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  • Timeline

  • About me

    Cedar Ridge Wealth Management Group

  • Education

    • St. John's University

      1976 - 1980
      BS

    • University of Wisconsin-River Falls

      1984 - 1986
      MS

  • Experience

    • Bethlehem Academy

      Jan 1987 - Jan 1994
      Guidance Counselor/Athletic Director

    • Univ of Wisconsin System

      Nov 1994 - Oct 1998
      Admissions/Financial Aid

    • Waddell & Reed

      Dec 1998 - Jul 2021

      • Financial Advisor

        Dec 1998 - Jul 2021

      • Financial Advisor

        Dec 1998 - Nov 2016

    • Cedar Ridge Wealth Management Group

      Apr 2017 - now
      Director of Client Services

      Michael Erpenbach is a Financial Advisor offering securities and investment advisory services through LPL Financial, a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.

  • Licenses & Certifications

    • CFP®

      Certified Financial Planner Board of Standards
      Oct 2020

    • CRPC®

      College for Financial Planning
      Oct 2010

  • Honors & Awards

    • Awarded to Michael Erpenbach CFP Professional
      25 Million Dollar Club Waddell & Reed Jun 2015
    • Awarded to Michael Erpenbach CFP Professional
      Award for Excellence in Financial Planning Waddell & Reed Jun 2015
    • Awarded to Michael Erpenbach CFP Professional
      Circle of Champions Waddell & Reed Jan 2015
    • Awarded to Michael Erpenbach CFP Professional
      Awards are presented annually by Waddell & Reed and are based on sales activities. -