Managing Principal, Senior Financial Advisor
Green Oak Wealth Management Of Trailhead Wealth Management
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Mike Oakes, Cfp® Email & Phone Number
Managing Principal, Senior Financial Advisor
at
Green Oak Wealth Management of Trailhead Wealth Management
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Principal, Senior Financial Advisor
Location
Louisville, Colorado, United States
Who is Mike Oakes, Cfp®? Overview
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Quick answer
Mike Oakes, Cfp® is listed as Managing Principal, Senior Financial Advisor at Green Oak Wealth Management of Trailhead Wealth Management, based in Louisville, Colorado, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Mike Oakes, Cfp®.
Mike Oakes, Cfp® previously worked as Senior Vice President at Trailhead Wealth Management, Llc and Senior Financial Advisor | Senior Vice President - Investments | CERTIFIED FINANCIAL PLANNER® at Wells Fargo Advisors. Mike Oakes, Cfp® holds Bachelor Of Science, Finance from University Of Colorado Denver.
Company email context
Email format at Green Oak Wealth Management of Trailhead Wealth Management
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*@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Mike Oakes, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mike Oakes, Cfp®
I welcome the opportunity to meet to discuss your situation and answer any questions you may have. Please contact me at (720) 625-3315 or mike@trailheadwm.comPlease our website at www.trailheadwm.com for information about my practice and the services I provide. This information is intended for use by residents of AR, AZ, CA, CO, CT, DC, FL, GA, LA, MA, MI, MO, NM, OH, TX, UT, VA, WA, WI, and WY only. I cannot respond to messages through LinkedIn InMail/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Listed skills include Retirement Planning, Investments, Retirement, Insurance, and 13 others.
Current workplace
Mike Oakes, Cfp®'s current company
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Green Oak Wealth Management Of Trailhead Wealth Management
AeroLeads page
4 roles
Mike Oakes, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Current
Nov 2022 - Present
Senior Financial Advisor | Senior Vice President - Investments | Certified Financial Planner®
I help clients develop and implement investment plans and provide personalized portfolio management based on their values.
May 2008 - Nov 2022
Regional Private Banker
Wells Fargo Bank
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Apr 2005 - May 2008
2 education records
Mike Oakes, Cfp® education
Bachelor Of Science, Finance
Master Of Science, Personal Financial Planning
FAQ
Frequently asked questions about Mike Oakes, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mike Oakes, Cfp® work for?
Mike Oakes, Cfp® works for Green Oak Wealth Management of Trailhead Wealth Management.
What is Mike Oakes, Cfp®'s role at Green Oak Wealth Management of Trailhead Wealth Management?
Mike Oakes, Cfp® is listed as Managing Principal, Senior Financial Advisor at Green Oak Wealth Management of Trailhead Wealth Management.
What is Mike Oakes, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Mike Oakes, Cfp® at Green Oak Wealth Management of Trailhead Wealth Management.
Where is Mike Oakes, Cfp® based?
Mike Oakes, Cfp® is based in Louisville, Colorado, United States while working with Green Oak Wealth Management of Trailhead Wealth Management.
What companies has Mike Oakes, Cfp® worked for?
Mike Oakes, Cfp® has worked for Green Oak Wealth Management Of Trailhead Wealth Management, Trailhead Wealth Management, Llc, Wells Fargo Advisors, and Wells Fargo Bank.
How can I contact Mike Oakes, Cfp®?
You can use AeroLeads to view verified contact signals for Mike Oakes, Cfp® at Green Oak Wealth Management of Trailhead Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Mike Oakes, Cfp® attend?
Mike Oakes, Cfp® holds Bachelor Of Science, Finance from University Of Colorado Denver.
What skills is Mike Oakes, Cfp® known for?
Mike Oakes, Cfp® is listed with skills including Retirement Planning, Investments, Retirement, Insurance, Finance, Investment Strategies, Management, and Mutual Funds.
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