Trailhead Wealth Management, Llc
No matter what stage of life you are in, it is important to be prepared for what the future may hold. Our team curates customized wealth management strategies to prepare for what lies ahead so you can achieve your ideal quality of life- Trailhead Wealth Management, LLC. 801 Main St. Ste. 300 Louisville, CO 80027 720-625-3300 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, FL, GA, HI, IA, IL, KS, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI, and WY only. Resident State CO.
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Verified contacts
11
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- MO
Mike Oakes
Senior Vice President · General Business & Management
EmailPhone - CG
Calin Gray
Wealth Management Associate · Finance & Accounting
EmailPhone - BP
Bryan Pieper
Partner, Senior Pim Portfolio Manager · Other
EmailPhone - KT
Kristy Tochihara
Director, Senior Pim Portfolio Manager, Crpc · Other
EmailPhone - RH
Ryan Holocher Crpctm
Vice President, Senior Financial Advisor · Finance & Accounting
EmailPhone - MG
Melissa Gasser
Wealth Management Specialist · Finance & Accounting
EmailPhone - DG
Dylan Gregory Swanson
Financial Advisor · Finance & Accounting
EmailPhone - SB
Stacey Bouthillette
Associate Financial Advisor · Finance & Accounting
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Trailhead Wealth Management, Llc
9 distinct titles indexed · top 9 shown.
- 2vice president, senior financial advisor
- 1associate financial advisor
- 1director, senior pim portfolio manager, crpc
- 1finance and marketing intern
- 1financial advisor
- 1partner, senior pim portfolio manager
- 1senior vice president
- 1wealth management associate
- 1wealth management specialist
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