Mike Oakes Email & Phone Number
Managing Principal, Senior Financial Advisor @ Green Oak Wealth Management
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Mike Oakes Location
- Louisville, CO, US
Mike Oakes Work
- Managing Principal, Senior Financial Advisor @ (November 2022 - Present)
- Senior Financial Advisor | Senior Vice President - Investments | CERTIFIED FINANCIAL PLANNER® @ (May 2008 - November 2022)
- Regional Private Banker @ (April 2005 - May 2008)
Mike Oakes Education
- college for financial planning
Master of Science (Personal Financial Planning)
- University of Colorado Denver
Bachelor of Science (Finance)
Mike Oakes Skills
- Retirement Planning
- Investments
- Retirement
- Insurance
- Finance
- Investment Strategies
- Mutual Funds
- Securities
- Asset Allocation
- IRAs
- 401k
- Strategic Investment Planning
- Investment Portfolio Analysis
- Planning Strategies
- Management
- Investment Portfolio Management
- Financial Planning Strategies
Mike Oakes Summary
- Mike Oakes, based in Louisville, CO, US, is currently a Managing Principal, Senior Financial Advisor at Green Oak Wealth Management. Mike Oakes brings experience from previous roles at Wells Fargo Advisors and Wells Fargo. Mike Oakes holds a Master of Science in Personal Financial Planning @ college for financial planning. With a robust skill set that includes Retirement Planning, Investments, Retirement, Insurance, Finance and more. Mike Oakes has 3 emails and 3 mobile phone numbers on RocketReach.
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