Michael Hake, financial advisor Boulder CO

Michael Hake

CRD Number: 5141809
Current Firm: Boulder Wealth Advisors, LLC

Michael Hake (CRD# 5141809) is an Investment Advisor Representative working at Boulder Wealth Advisors, LLC in Boulder, CO and has over 15 years of experience in the finance industry. Michael Hake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Boulder Wealth Advisors, LLC Boulder, CO Feb 2021 - Current < 1
Pimco Investments LLC Newport Beach, CA May 2012 - Jan 2021 8
Pacific Investment Management Company LLC Newport Beach, CA May 2012 - Jan 2021 8
Janus Distributors LLC Denver, CO Sep 2006 - May 2012 5
Janus Capital Group Denver, CO Apr 2006 - May 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
Contact Info for Michael W. Hake
Phone Number: 303-444-1161
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    156
    MILLIONS
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $317,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO

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