Michael R. Kobs is a veteran financial advisor and entrepreneur with nearly four decades of experience serving clients and building a growth-oriented financial planning practice. He founded a Minnesota-based firm in 1989 and was responsible formanaging, expanding, and evolving it over the next 30 years—leading the company to become a top-producing, award-winning firm affiliated with Avantax, a national broker/dealer that supports more than 3,000 tax-focused financial professionals.
Over the past five years, Mike has parlayed his expertise into helping other financial advisors refine their service and operations, culture, marketing, and comprehensive growth strategies. He co-founded a boutique marketing agency designed specifically for financial advisors, established strategic partnership and sales training curriculum, and created a peer-to-peer coaching program nominated for a coveted industry award from WealthManagement.com.
Mike is a Registered Representative and member of the Financial Planning Association. He joined Stewards Planning Group as President and Chief Growth Officer in 2025 and enjoys spending time with his wife, Jeanne, their two sons, and friends.