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Mike Vicars, CFP®, AWMA®

Wealth Management Advisor - U.S. Bancorp Advisors

Professional designations, credentials and licenses

California Insurance License 4328660

Washington Insurance License 1225360

Clients I specialize in: Business owners, Nearing retirement, Medical Professionals

It is my pleasure to serve the financial needs of people in Billings, Bozeman and Eastern Montana. My experience in the financial industry started in 2008 and I became a Wealth Management Advisor in 2023.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Big Brothers Big Sisters of Yellowstone County and Family Service. In my free time, I enjoy participating in and watching sporting activities and events, including Spartan races. I also enjoy spending time with my family and friends.

Services I specialize in

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

From starting conversations with key stakeholders to determining the best structure for a potential sale or transition, we help business owners create a personalized business succession plan.

Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.

An insurance plan can help protect you from having to draw down savings or liquidate investments if an unexpected change – to your family, career or health – impacts your financial situation.

Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.

Along with your legal and tax advisors we’ll help you consider the right type of trust for your needs, the optimal location for it and other elements of a forward-looking strategy to provide for your loved ones.

Contact

406-657-8086

Additional information on licensed advisors can be found at FINRA BrokerCheck.

Primary office

303 N Broadway
Billings, MT, 59101

Get Directions

1645 Grand Avenue
Billings, MT, 59102

920 S 29th St W
Billings, MT, 59102

1460 N 19th Ave
Bozeman, MT, 59718

104 East Main Street
Bozeman, MT, 59715

Skills

Bachelor of Science in Business Administration from Rocky Mountain College

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Advisors professionals focus on investments, planning and insurance.

Meet our team

Ridgedale offers a customized wealth planning approach where the focus is on helping you achieve your version of success.

Meet Ridgedale

Matt Stroud

Wealth Management Advisor,
U.S. Bancorp Advisors

View Profile

Will Stopps

Wealth Management Associate,
U.S. Bancorp Advisors

View Profile

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Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

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A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

Getting married or divorced
Having a child
Starting a new career
Receiving an inheritance
Buying a house
Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your advisory relationship with clarity.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

What are your most important financial goals?
What concerns you about your finances?
Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.