Mike Oakes, Cfp®

Mike Oakes, Cfp® Email and Phone Number

Managing Principal, Senior Financial Advisor @ Green Oak Wealth Management of Trailhead Wealth Management
Louisville, CO, US
Mike Oakes, Cfp®'s Location
Louisville, Colorado, United States, United States
Mike Oakes, Cfp®'s Contact Details

Mike Oakes, Cfp® work email

Mike Oakes, Cfp® personal email

n/a
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.

Mike Oakes, Cfp®'s Current Company Details
Green Oak Wealth Management of Trailhead Wealth Management

Green Oak Wealth Management Of Trailhead Wealth Management

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Managing Principal, Senior Financial Advisor
Louisville, CO, US
Mike Oakes, Cfp® Work Experience Details
  • Green Oak Wealth Management Of Trailhead Wealth Management
    Managing Principal, Senior Financial Advisor
    Green Oak Wealth Management Of Trailhead Wealth Management
    Louisville, Co, Us
  • Trailhead Wealth Management, Llc
    Senior Vice President
    Trailhead Wealth Management, Llc Nov 2022 - Present
    View
  • Wells Fargo Advisors
    Senior Financial Advisor | Senior Vice President - Investments | Certified Financial Planner®
    Wells Fargo Advisors May 2008 - Nov 2022
    Boulder, Co
    I help clients develop and implement investment plans and provide personalized portfolio management based on their values.
    View
  • Wells Fargo Bank
    Regional Private Banker
    Wells Fargo Bank Apr 2005 - May 2008
    Boulder, Colorado
    Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Mike Oakes, Cfp® Skills

Retirement Planning Investments Retirement Insurance Finance Investment Strategies Management Mutual Funds Securities Asset Allocation Iras 401k Investment Portfolio Management Financial Planning Strategies Strategic Investment Planning Investment Portfolio Analysis Planning Strategies

Mike Oakes, Cfp® Education Details

Frequently Asked Questions about Mike Oakes, Cfp®

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 the current company?

Mike Oakes, Cfp®'s current role is Managing Principal, Senior Financial Advisor.

What is Mike Oakes, Cfp®'s email address?

Mike Oakes, Cfp®'s email address is mi****@****rgo.com

What schools did Mike Oakes, Cfp® attend?

Mike Oakes, Cfp® attended University Of Colorado Denver, College For Financial Planning.

What are some of Mike Oakes, Cfp®'s interests?

Mike Oakes, Cfp® has interest in Children.

What skills is Mike Oakes, Cfp® known for?

Mike Oakes, Cfp® has skills like Retirement Planning, Investments, Retirement, Insurance, Finance, Investment Strategies, Management, Mutual Funds, Securities, Asset Allocation, Iras, 401k.

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