"For 10 years, I have used proven coaching strategies to help clients strive for their most important financial goals through behavior modification and sound planning."
Mike Broker is the Managing Vice President for the Denver branch of Trilogy Financial. As a financial advisor, Mike’s goal is to provide clarity and insights into his client’s financial priorities and then work with the clients to create a financial roadmap that allows them to pursue their goals. Mike started his career with Trilogy Financial in the beginning stages of the Great Recession of 2008. Although this timing was not ideal, the real world experience that was so quickly learned has proven invaluable. While helping clients recover and get ahead during a difficult time in our economic history, Mike became a Certified Financial PlannerTM professional to further his education beyond his Finance degree from Georgia State University. In addition, Mike holds multiple FINRA Securities registrations including series 6, 63, 7, and 24 with LPL Financial and the series 65 with Trilogy Capital, Inc., as well as his life and health insurance licenses. He has been included in Trilogy’s Circle of Excellence* from 2013 - 2018, and has been featured in local and national publications including 9News Denver, fiduciarynews.com, and Forbes magazine for his expertise and insights in financial planning and wealth management.
By combining his passions for fitness and finances, Mike believes that working toward a more solid future financial wellbeing is very similar to working toward a better future health. They both take a long-term view, making more good decisions than bad ones over a long period of time. They also require an attitude of no shortcuts to success, whatever your definition of success may be. Most importantly, there is a lot of misinformation available in both of these fields, and a good base level education for health and wealth is the best way to reach toward goals.
Mike served as a member of the advisory board for Make a Wish Colorado for nearly two years, and he joined the board of directors in September of 2018.
Mike lives in Centennial, CO with his wife Kim and three children Dexter, Callen, and Greta. When not planning for clients, he enjoys spending time with his family, hiking and coaching Tee-ball.
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers.
Securities offered through LPL Financial, Member FINRA/SIPC. Trilogy investment advisor representatives offer investment advice through Trilogy Capital, Inc., a registered investment advisor. Some investment advisor representatives (IARs) of Trilogy Capital are not registered or affiliated with LPL Financial. Trilogy Financial and Trilogy Capital Inc. are separate entities from LPL Financial.
Read Mike in the National News