Michael Oehler Location
Roseville, CA, US
Michael Oehler Work
- 2022 - now Senior Vice President, Wealth Strategist @ Baird
- 2021 - 2022 Senior Vice President, Senior Estate Planner @ Baird
- 2016 - 2021 Senior Vice President, Senior Wealth Planning Strategist @ Wells Fargo
- 2015 - 2016 Vice President, Wealth Planning Strategist @ Wells Fargo
- 2014 - 2015 Vice President, Senior Wealth Planner @ Wells Fargo
- 2012 - 2014 Vice President, Senior Trust Officer and Wealth Planner @ U.S. Bank
- 2010 - 2012 Vice President, Wealth Planning Strategist @ U.S. Bank
- 2008 - 2009 Vice President, Senior Wealth Management Specialist @ Wells Fargo
- 2000 - 2008 Vice President, Wealth Planning Strategist @ Wells Fargo
- 1999 - 2000 Associate Attorney @ Burr & Associates
Michael Oehler Education
- University of Washington School of Law
Master of Laws in Taxation (LL.M.) (Estate Planning and Taxation of Income, Estates, Gifts, Partnerships and Nonprofit Organizations)
1998 - 1999 - University of Utah S.J. Quinney College of Law
Juris Doctor (Law -- focus on Business Law, Taxation, Estate Planning)
1995 - 1998 - Brigham Young University
Bachelor of Arts (Honors Humanities, Emphasis in English)
1987 - 1993
Michael Oehler Skills
- Wealth Management
- Financial Planning
- Estate Planning
- Trusts
- Financial Modeling
- Financial Analysis
- Cash Flow
- Strategic Planning
- Budgeting
- Probate
Michael Oehler Summary
Michael Oehler, based in Roseville, CA, US, is currently a Senior Vice President, Wealth Strategist at Baird. Michael Oehler brings experience from previous roles at Baird and Wells Fargo. Michael Oehler holds a 1998 - 1999 Master of Laws in Taxation (LL.M.) in Estate Planning and Taxation of Income, Estates, Gifts, Partnerships and Nonprofit Organizations @ University of Washington School of Law. With a robust skill set that includes Wealth Management, Financial Planning, Estate Planning, Trusts, Financial Modeling and more. Michael Oehler has 2 emails and 2 mobile phone numbers on RocketReach.
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