Mike Oakes Email & Phone Number
Managing Principal, Senior Financial Advisor @ Green Oak Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Mike Oakes Location
- Louisville, CO, US
Mike Oakes Work
- 2022 -now Managing Principal, Senior Financial Advisor @
- 2008 -2022 Senior Financial Advisor | Senior Vice President - Investments | CERTIFIED FINANCIAL PLANNER® @
- 2005 -2008 Regional Private Banker @
Mike Oakes Education
- University of Colorado Denver
Bachelor of Science (Finance)
- College for Financial Planning
Master of Science (Personal Financial Planning)
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 Bachelor of Science in Finance @ University of Colorado Denver. 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.
Looking for a different Mike Oakes?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co