Michael David Henderson

Advisor at Merrill — Duluth, MN W Superior St

Updated today

Credentials

Series 66

Experience

10 years

Location

Duluth, MN 55802

Merrill logo

Merrill

Institution

Total advisors

25,478

Across 3,094 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Michael Henderson is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER® professional, affiliated with the Sieh Henderson Group at Merrill Lynch Wealth Management. He focuses on helping clients achieve their financial goals through customized wealth planning and disciplined financial strategies.

He specializes in working with retirees and those nearing retirement, employing a goals-based approach to wealth management to help clients live confident and prosperous retirements. Additionally, Michael works with clients in the wealth accumulation stage, assisting them in making informed decisions and portfolio management aligned with their objectives. Prior to his financial career, Michael served as an officer and aviator in the United States Army.

Michael earned a bachelor's degree from Saint John's University in Collegeville, Minnesota. He lives in Duluth with his two children and enjoys outdoor activities such as skiing, biking, fishing, hiking, and flying. He is also involved in community activities and is passionate about supporting active military members and veterans transitioning to civilian life.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting

Occupation focus

Military & Veterans

Demographic focus

Mid-Career Professionals Parents

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Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Duluth, MN W Superior St

130 W Superior St

Duluth MN 55802

Advisors at this office

20

Most active in

Minnesota · Texas

Work history

10 years of industry experience

Bank Of America, N.a.

2016 - Present • 10 years

Duluth, MN

Merrill

2016 - Present • 10 years

Duluth, MN

United States Army Reserve

2014 - 2017 • 3 years

Fort Rucker, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tyler M

Series 65

Duluth, MN

Maris Wealth Management LLC

Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.

Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k) General tax planning
user avatar

Tanya N

CFP®, Series 63, Series 66

Hermantown, MN

Retire Agile

Tanya Nichols is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Retire Agile, operating under Align Financial, and has previously worked at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. Outside of her advisory role, she owns Limitless Adviser Coaching, where she consults for other financial advisors. Retire Agile provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold strategy, incorporates AI-assisted tools reviewed by professionals, and offers additional educational resources alongside its advisory services.

Retirement income strategy Income planning Annuities General tax planning
user avatar

Brian K

Series 65

Superior, WI

JMR Financial Group

Brian Koski is a financial advisor at JMR Financial Group with eight years of industry experience. He holds a Series 65 designation and has been with JMR Financial Group since 2017. JMR Financial Group provides discretionary portfolio management and financial planning to individual investors, qualified retirement plans, businesses, estates, and trusts. The firm manages approximately $68 million in assets across about 835 client relationships, using asset-allocation strategies informed by third-party research and Morningstar-style analytics.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
user avatar

Nathan M

CFP®, Series 65

Superior, WI

JMR Financial Group

Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
user avatar

Kirk H

Series 63

Duluth, MN

Haldorson & Pincombe Investment Advisors Inc.

Kirk Haldorson is the sole advisor at Haldorson & Pincombe Investment Advisors Inc. in Duluth, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Haldorson & Pincombe since 1992. In addition to advisory services, he is licensed to sell life insurance and annuities. Haldorson & Pincombe provides investment supervisory services and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and a combination of long-term, short-term, and occasional trading strategies, conducting continuous account supervision with at least quarterly reviews.

Active portfolio management Life insurance needs analysis
user avatar

Joseph F

Series 65

Duluth, MN

Midwest Professional Planners, Ltd.

Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Midwest Professional Planners, he worked in the construction sector and with the Northern Door and Hardware company. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients through a team of advisors. The firm employs discretionary, model-driven portfolio management, offers comprehensive financial planning, and provides specialized services such as business consulting and retirement-plan consulting.

Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Divorce financial planning Tax strategies for small businesses Executive Founder/Business Owner Retired
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