Erik J. Mikkelson,  CFP<sup>&reg;</sup> - Financial Advisor

Erik J. Mikkelson, CFP®

President, Owner

RMR Wealth Advisors

400 Interlake Dr, Suite 200
Madison, WI 53716
(877) 890-7676
(608) 663-7676


Erik Mikkelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RMR Wealth Advisors in Madison, WI and the surrounding communities.

Financial Advisor Overview

Working with you, For Your Financial Future, to manage,facilitate and coordinate all aspects of your families financial resources and needs.  Provide planning, wealth management and project management, coordinating with other legal, tax and specialization experts as and when appropriate to best meet your families objectives and needs. 


Financial Advisor Experience

Over 16 years of working with families to identify what is most important to them ultimately, and to work with and for them in building, preserving and protecting their wealth.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances


Helpful Financial Planning Resources