Broker Check
Mike Box, CFP

Mike Box, CFP

Trading Associate

Mike joined Box Financial Advisors in May of 2018 as a Trading Associate. In addition to his daily duties, Mike serves on the strategic teams for Technology Integration, Investment Research, and Business Development, helping Box Financial Advisors stay up-to-date in this ever-changing world.

Mike graduated from North Dakota State University in May of 2018. He earned a B.S. in Finance and plans to use the knowledge and skills learned at NDSU to assist others in their quest for an exceptional life. Overcoming obstacles is what made Mike successful in his studies and he plans on bringing those problem-solving skills to Box Financial Advisors. Mike is now securities registered, passing his Series 7 exam back in September 2018.

Mike and his wife, Karlee, met after graduating high school in 2014 and married in the summer of 2017. Mike and Karlee enjoy spending time with family and getting out on the lake or up to the cabin for quality time together.

As a part of Mike’s trading responsibilities, he makes sure that the following are completed on a regular basis:

  • Fielding any incoming account requests (Deposits, Withdrawals, Allocation changes, etc)
  • Weekly cash reports to ensure there is an appropriate amount of cash in each account.
  • Weekly tolerance checks to make sure that the portfolio does not get out of tolerance.
  • Weekly model performance reports to help provide information on how the Portfolio Models are performing.