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  2. Greg Mikesell

Greg Mikesell

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Greg Mikesell
Financial Advisor
Phone: 
(419) 843-4737
E-mail: 
greg.mikesell@fdgonline.com

Graduate of Miami (OH) University
Joined FDG in 2000
Series 6,7, 63 & 66 Registrations
Member of the Society of Financial Service Professionals

As a Financial Advisor, my mission is to make a meaningful difference in the lives of my clients and their families and to develop long-term relationships based on trust and mutual respect.  I strive to do this by providing uncompromising ethical standards and service delivered with excellence and integrity. 

As with most things worthwhile, the key to achieving one’s long-term financial goals is preparation, however, most people do not have the time, knowledge, or desire to research and understand all aspects of their money and can benefit from the services of a trusted and qualified professional to guide them.

My areas of specialty include:

  • Investment and Portfolio Management                 
  • Retirement Income Strategies
  • Life Insurance and Annuities
  • Disability and Long-Term Care Insurance
  • Comprehensive Financial Planning
  • 401(k) Plan Services
  • Asset Allocation and Risk Management
  • Business Transition and Succession Strategies
  • Personal Estate Planning
  • Family Wealth Counseling
  • Charitable Giving Strategies
  • “Personal CFO” Services

My priorities are my faith, family, friends, clients, and career.  I am actively involved with Five Lakes Church and  support various missions and ministries both financially and with my time. I have also served as an officer and/or board member of several professional and charitable organizations.  

My wife, Kathleen, and I reside in Sylvania, Ohio with our son J.D. I enjoy “lake life”, boating, fishing, hunting, and spending time outdoors with my family.

At Financial Design Group we pride ourselves on our “Legacy of Loyalty” to our clients. We are committed to providing  individualized, intelligent, long-term strategies to help solve your  personal challenges and provide you real solutions that can deliver a sense of security for generations to come.

Greg is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC. 2825215 DOFU 11-2019

Additional info

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Contact info

  •   3230 Central Park West suite 100, Toledo, Ohio 43617
  •   (419) 843-4737
  •   service@fdgonline.com

Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

We have various representatives that are licensed and registered to conduct business in the following states: AK, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

3074991 DOFU 06/2020

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