Broker Check
Mike Battaglia

Mike Battaglia

Wealth Advisor

Mike is from a small rural community in central Indiana.  Growing up in this farming community has instilled in Mike the values that he lives by today: Honesty, Integrity, Hard Work, and Loyalty to Family and Friends.  Mike has been in the financial services industry since 2007.  He is has attended Indiana State University where he studied business administration.  He holds a degree from Valor University in Pastoral Theology. He also has studied through Kaplan University and The American College of Financial Services to acquire additional financial licenses and designations.  Mike is a licensed Investment Advisor Representative and is a licensed insurance agent and specializes in retirement planning focusing on 5 key areas: Income Planning, Wealth management, Tax efficiency, Health care planning, and Legacy planning.  In this complex financial environment, we live in today, Mike’s goal is to provide his clients with creative solutions to help them meet their goals in retirement. Mike provides comprehensive retirement planning with the goal of giving his clients “peace of mind” in their retirement years. 

He is a husband to Jennifer, his wife of 31 years, and has two beautiful daughters and 6 awesome grandchildren.

Mike regularly speaks and teaches at local churches and public venues on the subjects that include Financial Stewardship and Retirement Planning. He is an active member of his local church and serves there by teaching adult leadership classes, participating in community outreach projects and is the Men’s Ministry Director.  He served as the board president of Wabash Valley Teen Challenge for over 5 years.

Mike is an avid outdoorsman and enjoys spending his down time with his wife and family hiking, camping, and fishing.  He also enjoys Pickleball and plays every chance he gets.