Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Michael Walstien

As a Financial Advisor, Michael is dedicated to personalized service and consultative management to help clients identify risks, develop their investment plans and monitor performance.

Michael began his career in the financial industry in 1998. A five-time recipient of UBS’s Pacesetter Award, Michael has been recognized for his commitment to client service and continuing education.

He earned his bachelor’s degree in political science from Bradley University. Michael is an active duty Firefighter with the city of Plymouth. He is a former Vice President of the Executive Committee and member of the Board of Trustees for Beth El Synagogue, and past board member of the United Way Emerging Leaders. He lives in Plymouth with his wife, Amy, and their children Evelyn and Max.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • MI
  • MN
  • MT
  • NH
  • NJ
  • NY
  • SD
  • TX
  • UT
  • WA
  • WI


  • Bachelor's Degree in Political Science, Bradley University
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
  • (612) 303-5963

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020