Mike Oakes

Senior Vice President | Trailhead Wealth Management, LLC

Role: Senior Vice President at Trailhead Wealth Management, Llc
Location: Louisville, CO, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Mike Oakes

I welcome the opportunity to meet to discuss your situation and answer any questions you…

Experience

Senior Vice President
Trailhead Wealth Management, Llc
Nov 2022 — Present

Education

College for Financial Planning
Master of Science
University of Colorado Denver
Bachelor of Science

Skills

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

Contact information

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Work email
•••••@trailheadwm.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Trailhead Wealth Management, Llc

Financial Services · 14 employees · Founded 2012 · Louisville, Colorado, United States

At Trailhead, our team believes wealth management is more than numbers - it’s about the path you take and the life you want to live. Founded in 2012, our private investment and wealth management practice has grown into a team of professionals who care deeply about supporting clients through every chapter of their financial journey. The name Trailhead carries special meaning as it symbolizes the beginning of adventure, the excitement of possibility, and the comfort of having an experienced guide by your side. Inspired by Ralph Waldo Emerson’s famous quote that “Life is a journey, not a destination,” our mission is simple: help clients achieve their ideal quality of life. Wherever one’s “hike” begins, the Trailhead team ensures the path forward is shaped by our commitment to Service, Advice, Simplicity. 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 do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY. Resident State CO. CA Insurance Producer License Numbers: Bryan Pieper Partner 0G79488, Greg Stringari Partner 0G80238, Kristy Tochihara Director 0C49120, Noel Culberson Director 0E88977, Ryan Holocher Vice President 0M54199.[PM]-08••••••••58

trailheadwm.com

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About Mike Oakes

Experience

Senior Vice President

Education

College for Financial Planning

University of Colorado Denver

Skills

Find verified contacts for anyone on LinkedIn