Michael Mohr, RICP, CEPA in

Michael Mohr, RICP, CEPA

Organizer · DISC type Sd
Co Founder and Wealth Management Advisor at Harbor Trust Wealth Management - NM
📍 Mitchell, South Dakota, United States

Mike Mohr is a Financial Advisor with over 30 years of experience at Northwestern Mutual and is the Co-Founder of Harbor Trust Wealth Management. He holds RICP® and CEPA® designations, specializing in wealth management, risk mitigation, and tax efficiency. He is a graduate of the University of Nebraska-Lincoln.

He is committed to helping clients achieve their financial goals for themselves and their families through personalized and collaborative planning.

An interesting aspect of his practice is his focus on guiding individuals to build a stronger financial future, whether for major milestones like buying a home or for long-term security.

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Experience
31 Years
Current Role
Co Founder and Wealth Management Advisor
Job Level
Leadership
Location
Mitchell, South Dakota, United States
Personality Overview

How Michael shows up

Strong-minded
Slow Starter
Thoughtfully Quick

They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Michael cares about

Wealth Management
As a Wealth Management Advisor, his core focus is on helping clients accumulate and grow their assets while managing risk.
Tax Strategy
He frequently posts about the importance of having the right tax strategy to make a significant difference when it's time to file.
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Career

Work history

8-2024
Co Founder and Wealth Management Advisor
Harbor Trust Wealth Management - NM
8-1994
Financial Advisor
Northwestern Mutual
In the press

Media appearances

Michael Mohr - Harbor Trust Wealth Management | Northwestern Mutual. Featured in Forbes
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Michael W Mohr, Wealth Management Advisor and Co-Founder - Mitchell, SD 57301. Featured in Northwestern Mutual
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Education
1991 - 1994
Bachelors
University of Nebraska-Lincoln
1984 - 1988
Education details unavailable
Mitchell High School
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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