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Michael Silva Jr.

Advisor at Global Wealth Strategies and Associates, LLC

Updated today

Location

Hopkins, MN

Credentials

Series 63, Series 65

Industry experience

5 years

About

Michael Silva is a financial advisor at Global Wealth Strategies and Associates, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of financial advising, Silva owns Lazyman LLC, a business that provides coaching to indoor skydiving students, and works as a flight instructor at iFly Detroit. Global Wealth Strategies and Associates offers discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and customizes growth and fixed-income strategies to clients’ objectives, often coordinating with outside advisors and accommodating specific trading restrictions.

Client services

Based on Global Wealth Strategies and Associates, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Based on Global Wealth Strategies and Associates, LLC

Tax-loss harvesting

Occupation focus

Based on Global Wealth Strategies and Associates, LLC

Founder/Business Owner Executive

Demographic focus

Based on Global Wealth Strategies and Associates, LLC

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Financial planning fixed fees range from $400 to $25,000 annually; Retirement plan fixed fees range from $3,000 to $25,000

Project-based

$400/hour for limited scope consulting and for earned fees upon termination of financial planning

Subscriptions

Financial planning monthly fees range from $100 to $1,000/month

Other

Minimum fee: Minimum flat advisory fee of $1,500 annually, billed quarterly pro rata

Location

Hopkins, MN

Most active in

Minnesota · Texas

Work history

Global Wealth Strategies & Associates

2023 - Present (3 years)

iFly

2022 - Present (4 years)

Northwestern Mutual Wealth Management Company

2022 - 2023 (1 year)

Northwestern Mutual Life Insurance Company

2020 - 2023 (3 years)

Northwestern Mutual Investment Services LLC

2020 - 2023 (3 years)

iFly

2018 - 2020 (2 years)

Lazyman LLC

2013 - Present (13 years)

iFly

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Arch Spencer is the sole advisor at Spencer Financial Advisors in Plymouth, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Spencer Financial Advisors since 1999. Spencer Financial Advisors offers portfolio management and investment advice primarily to individual and high-net-worth clients. The firm employs fundamental analysis and a combination of long-term and short-term trading strategies, focusing on equities, mutual funds, fixed income, ETFs—including precious-metal sector ETFs—and may incorporate options and margin transactions within client portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Jon Brusven is a CFA® charterholder and the sole advisor at Longship Advisers, LLC, with 12 years of industry experience. He has led Longship Advisers since 2002. In addition to his advisory role, Brusven serves on the boards of several non-investment-related organizations, including a waste-to-energy company and early-stage medical device firms, and acts as financial advisor to the board of USA Energy Group LLC. Longship Advisers, LLC provides third-party investment manager selection and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily in a non-discretionary, consultative capacity, focusing on manager selection and monitoring rather than direct portfolio management, and does not take custody or voting proxies for clients.

Private / alternative investments
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.

Debt management Cash flow / budgeting Equity compensation tax strategy
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Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Donovan Carson is the sole advisor at Carson Capital, an independent registered investment adviser based in St. Louis Park, MN. He holds a Series 65 credential and has four years of industry experience. In addition to his advisory role, he serves as a Senior Product Owner at UnitedHealthGroup and owns a property management business. Carson Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth households, trusts, nonprofits, and businesses. The firm employs a planning-based, risk-tranche approach to portfolio construction, combining fundamental research with technical and quantitative methods, and offers complementary services such as held-away account oversight and educational seminars.

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
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Bradley H

Series 63, Series 65

Savage, MN

Sword and Shield Solutions LLC

Bradley Hesselberg is a financial advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several related firms, including Gradient Investments, LLC and Gradient Wealth Management. In addition to his advisory role, he maintains an insurance practice. Sword and Shield Solutions LLC is a registered investment adviser offering non-discretionary asset management, financial planning, and consulting services, with an investment approach tailored to client objectives and risk tolerance. The firm also evaluates third-party managers and provides ongoing portfolio monitoring and liaison services.

General retirement planning Income planning Tax strategies for small businesses Active portfolio management

Trevor A

CFP®, RICP®

Minneapolis, MN

Authentic Life Financial Planning

I’m a financial planner who helps business professionals in their 30s, 40s, and 50s—especially those with equity compensation—take control of their finances and design a life that feels truly authentic. Life isn’t just about numbers or following a traditional path. It’s about figuring out what you really want and building a plan to get there. That’s why I started Authentic Life Financial Planning—to help people align their finances with their goals, whether that means retiring early, launching a new career, or simply feeling more confident about their future. I offer personalized, one-time financial plans and ongoing planning services, helping clients navigate the complexities of equity compensation, tax strategies, cash flow, and more—all with the goal of creating a life they love. When I’m not working with clients, you’ll probably find me sailing, checking out live music, or planning my next travel adventure with my wife Annie. If you’re ready to explore what’s possible with your finances, I’d love to chat!

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Gen Y/Millennials (Born 1980-1995)
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