Your Personalized Path Towards Financial Success
At Principal Wealth Services, we’re committed to realizing your unique financial goals. We invite you to explore our customized wealth planning services, crafted to efficiently help you achieve your goals and objectives.
We firmly believe that your financial plan should be as individual as you are. With our holistic approach, you’ll receive personalized guidance from onboarding to the seamless execution of your tailored strategy. Our planning process begins by identifying your specific aspirations and priorities, and we provide specialized services for individuals, families, businesses, and institutions, empowering you to build, protect, and manage wealth throughout your life journey.
Meet Our Founder
Mike Kojonen is the founder/owner of Principal Wealth Services LLC, with offices in Woodbury, MN and Hudson, WI. He has been in the financial services industry since 2002 helping clients in budgeting and finance, but now solely focuses on helping pre-retirees/retirees with necessary retirement planning.
Meet Our Team
David joined our team in 2022 as an Investment Advisor Representative. In this role, his primary goal is to provide exceptional service to Mike’s existing clients to help make sure they are on track to reach their financial goals. Because every client is unique, addressing the personal needs of each individual is important to David. He analyzes their specific situations, identifies the solutions, and steps that support their short- and long-term objectives.
Associate Advisor/Investment Advisor Representative
Joe has been immersed in the financial services industry since 2004, gaining extensive experience, including a tenure with some of the largest broker-dealers. His dedication to becoming a true fiduciary led him to join Principal Wealth Services, with a specific focus on retirement financial planning. Joe’s passion lies in assisting individuals, and he finds joy in sharing his wealth of experience and knowledge. Committed to his clients’ financial well-being, Joe is dedicated to steering Principal Wealth Services’ clients through the comprehensive planning necessary to achieve their retirement dreams.
Client Relations Manager
Andrew joined our team as a client relations manager. Having an extensive background in client relations, his primary role is to ensure fulfillment of client needs and to maintain the exceptional level of service our clients come to expect with Principal Wealth Services.
Proudly providing comprehensive retirement services to the great states of Minnesota & Wisconsin.
Maximizing Your Investments and Protecting Your Assets
Simplify your investment approach for optimal results. We begin with your goals, timeline, and risk tolerance, culminating in a financial plan that minimizes risk exposure, reduces taxes, and maximizes returns. At Principal Wealth Services, we’re dedicated to educating our clients about their investment options, empowering you to make informed decisions with our guidance.
At Principal Wealth Services, we stress the importance of understanding potential stock market crash losses and aligning your portfolio’s risk with your tolerance. As retirees, the shift from a reliable salary to safeguarding your hard-earned assets becomes paramount. Often, your retirement plan requires a lower return rate than anticipated, reducing the need for excessive risk. Our priority is minimizing unnecessary risk, focusing on asset protection and potential growth to ensure your financial security for a lifetime.
Want to request your financial review? Have a general inquiry or question? Contact us today!
Monday: 9 am – 5:30 pm
Tuesday: 9 am – 5:30 pm
Wednesday: 9 am – 5:30 pm
Thursday: 9 am – 5:30 pm
Friday: 9 am – 2 pm
Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov. Principal Wealth Services, LLC and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Principal Preservation Services, LLC offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Principal Preservation Services, LLC and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Mike Kojonen is a licensed insurance professional in the states of WI and MN. Wisconsin License #16275575. Minnesota License #40407834.