Five Star award winner Michael Haverkamp, CFP®

PROFESSIONAL PROFILE

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Michael Haverkamp, CFP^®

CERTIFIED FINANCIAL PLANNER™ Professional

Bridge & Branch Wealth Partners

1060 Dakota Drive Suite 204

Saint Paul, MN 55120

Office: 651.643.8402

mike.haverkamp@lpl.com
www.bridgeandbranchwealthpartners.com

Professional Approach

Mike has been in the financial services industry for over 37 years. Mike began his career in banking, but his drive and passion to further understand clients' needs provided the perfect foundation for his work as a financial advisor.

Providing professional guidance along with personalized and tailored service are the trademarks of Mike's business. He believes advisors should be sincere, trustworthy and always work in the best interest of the client. From web-based information to in-depth reviews, financial planning and his support staff, Mike is determined to assist clients in developing strategies to pursue their financial goals.

Mike holds a degree in Business Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Mike formerly served on the board for local chambers of commerce, non-profits and community organizations.

See Accomplishments

This award was issued on 11/01/2026 by Five Star Professional (FSP) for the time period 03/13/2026 through 09/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4806 Twin Cities-area wealth managers were considered for the award; 508 (11% of candidates) were named 2027 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2026: 5,789, 517, 9%, 11/1/25, 3/13/25 - 10/1/25; 2025: 4,789, 624, 13%, 11/1/24, 3/13/24 - 10/29/24; 2024: 4,280, 637, 15%, 12/1/23, 3/13/23 - 9/29/23; 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.