860 Blue Gentian Rd, Suite 150, Eagan, MN 55121
612-503-8600
ABOUT The MBKS Family Office
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our
client. We endeavor to know and understand your financial situation and provide you with only
the highest quality information, services, and products to help you reach your goals.
michael bills
Managing Principal | Senior Financial Advisor
Mike’s goal is for his clients to describe him as genuine, creative and honest. Mr. Bills began in the financial services industry 22 years ago with Dean Witter, later became Morgan Stanley. With his partner Kelene Skrypek MBKS Family Office started in 2016. As the Managing Principal of MBKS, Mike is responsible for the company’s overall strategy, market analysis and investment process.
Professional athletes, business owners and high-net worth families make up the majority of Mike’s clientele. Mike believes his diligence in complicated situations, integrity and transparent communication are key points his client’s use when referring business. Mike actively listens to his clients so that he can not only advise them, but educate them on potential “blind spots” he may see in their estate planning, business structure, investment strategy, cash flow or portfolio risk.
Mike was born and raised in Minnesota yet has lived in New York, California, Nevada and Indiana. Mike and his wife Anna have 3 children and have been married for 15 years. Outside of the office you can usually find Mike spending time with his family in their various sports activities, fishing retreats or on the golf course.
CA Insurance License Number: 0E63676. Resident State MN.
Professional athletes, business owners and high-net worth families make up the majority of Mike’s clientele. Mike believes his diligence in complicated situations, integrity and transparent communication are key points his client’s use when referring business. Mike actively listens to his clients so that he can not only advise them, but educate them on potential “blind spots” he may see in their estate planning, business structure, investment strategy, cash flow or portfolio risk.
Mike was born and raised in Minnesota yet has lived in New York, California, Nevada and Indiana. Mike and his wife Anna have 3 children and have been married for 15 years. Outside of the office you can usually find Mike spending time with his family in their various sports activities, fishing retreats or on the golf course.
CA Insurance License Number: 0E63676. Resident State MN.
- 2016 - Current: Managing Principal, Senior Financial Advisor, MBKS Family Office
- 1999 - 2016: Senior Vice President, Financial Advisor, Morgan Stanley
- Series 7, 24, 63, 65, 31
- Former President of Dakota REV Soccer Club
- Big Brothers Big Sister of Minnesota
- Arete Academy for Twice Exceptional Youth
What is a Family Office?
We believe family offices are private wealth management advisory firms that serve high-net-worth investors. We are different from traditional wealth management practices in that we offer a total strategy to managing the financial and investment side of an affluent individual or family in and independent fashion.
Retirement Planning
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how
much you need to retire comfortably. Help managing assets before and during retirement.
Tax Management
Developing tax-efficient investment strategies by looking for ways to help reduce your current
and future tax burden. Referring you to qualified tax specialists.
Estate Planning Strategies
Working with estate-planning and trust specialists available through Wells Fargo Advisors
Financial Network and its affiliates to help review your wills and trusts, preserve your
estate for your intended heirs, establish beneficiary designations, and reduce potential
exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Risk Management
Reviewing existing insurance policies. Finding the best policy for your situation.
Investment Planning
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending
the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
