Mike Oakes is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lafayette, CO, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Lafayette, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mike has 100% ownership of Oakes Wealth Management LLC, which is used for asset protection and estate planning. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations14 states
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