Michael Ohlson is a Senior Vice President, Investments for Wedbush Securities in San Francisco. After an internship at EF Hutton during college, he decided to pursue a career in finance as he enjoyed that the industry was all encompassing of many of his interests. With over 30 years of experience, he began his career at Bear, Stearns, & Co and later worked at Lehman Brothers. In 1994, he joined Wedbush.
Michael considers customer service a top priority as he works to help protect his clients’ financial success. He specializes in retirement planning, wealth management, and selecting appropriate investments for various types of investors and portfolios. Utilizing his three decades of experience, he is committed to educating his clients and helping them make informed investment decisions through regular communication and portfolio monitoring. He takes pride in developing personalized investment strategies and assisting clients in obtaining their short and long-term financial goals.
One of his greatest accomplishments is having managed the former retail office of Wedbush in San Francisco. During this time, he was proud to have grown the office to seven brokers and three staff members.
Michael grew up in Moraga, CA and has lived in the Bay Area the majority of his life. He obtained his Bachelor’s degree in Business and Economics from the University of California, Santa Barbara. He currently resides in San Francisco with his wife of 27 years, his 18-year old twin sons, and his 10-year old son. In his free time, he enjoys golfing, running, and watching the Golden State Warriors, San Francisco Giants, and San Francisco 49ers.
Specializing in Wealth Management.
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Background
John Wilkinson serves as the Manager of the Wedbush Securities Dallas office, which opened in April of 2010. In addition to his management duties, he oversees client accounts as a practicing Financial Advisor. With over 40 years of investment industry experience, John began his career in 1975 at Merrill Lynch in Waco, Texas, where he managed offices in Waco, Beaumont, and Fort Worth for PaineWebber, Wachovia Securities, Morgan Keegan and Ameriprise.
John and his partner, Sam Gordon, CPA, manage client accounts and place an emphasis on investment growth and income. John is well versed in using a multitude of financial tools to achieve the desired investment performance for his clients. His team actively manages all accounts and continually reviews results with clients to ensure full transparency.
John graduated from the University of Redlands with a degree in Government with an emphasis in Public Administration. He served six years as an Officer, Helicopter Pilot, and Flight Instructor for the United States Marine Corps while stationed in the U.S. and Japan.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Securities Financial Advisor, my objective is to provide unbiased assistance to my clients in achieving their individual short and long term financial goals. With 20+ years of experience in the Financial Industry, I am committed to using my knowledge to construct personalized investment strategies, while working with my clients in a manner and cadence that suits their needs, expectations, and lifestyle. My clients and their goals always come first, and I believe in an open line of communication to minimize surprises.
Born and raised outside of Boston, Massachusetts, I received my Bachelor of Arts degree from the University of Massachusetts and my MBA from Boston University. Prior to beginning my career in Finance, I worked in the Retail Apparel Industry, which allowed me the opportunity to travel the world and live in various locations around the country. I finally settled in Colorado, where I have lived for the past 26 years with my wife. We have four adult children and one grandchild. In my free time, I enjoy listening to music and playing my guitar, as well as participating in activities such as alpine skiing, road cycling, and working out.
Whether the goal is to build personal wealth, plan for retirement or prepare for tuition costs, I partner with my clients to put together a strategy that clearly defines their goals, risk tolerance, and time frame. Contact me for a complimentary portfolio review or to learn more about creating a personalized wealth strategy.
Investing without a plan is like driving a car without a destination. To be successful in building and distributing wealth, it is critical to know where you want to go and to have a plan on how to get there. For over 31 years as a Financial Advisor, my business has been built around this simple philosophy.
I strive to help my clients first identify and clearly set their financial goals, both short and long-term. We then set about charting a prudent course that is the most appropriate way for them to achieve those goals. I truly enjoy the process of helping my clients see the pathway to their success.
Background
31 years of experience as a Financial Advisor
Accident and Health Agent
Life Only-Agent
Variable Contracts Agent
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With over 30 years of experience in the financial industry, I strive to help my clients achieve their short and long-term financial goals.
I develop personalized investment strategies for my clients from all walks of life including entrepreneurs, entertainers and high net worth individuals. Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Prior to joining Wedbush Securities, I worked for J.P Morgan for 7 years, UBS for 7 years, CIBC for 4 years, Smith Barney for 4 years, and Merrill Lynch for 9 years. I graduated in 1985 from Cornell University’s School of Hotel Administration with a Bachelor of Science.
Background
- Scaled each of the ‘Seven Summits’ (minus the last 700 feet of Everest) and skied to the North Pole
- 9 time Ironman triathlon finisher, and completed 19 marathons
- Current Board Member of The Aquarium of the Pacific and the Marine Conservation Resource Institute. Former President and Board Member of the Saban Community Clinic, former Board Member of Covenant House California
Ken Hutkin brings over 30 years’ experience to his role as Managing Director, Investments for the New York office of Wedbush Securities. Passionate about Wall Street from a young age, he was inspired to pursue a career in Finance and previously served as Senior Vice President & Financial Advisor at Morgan Stanley.
As a former business owner and entrepreneur, Ken is able to understand the challenges faced by professionals and business owners, which provides him the ability to design custom tailored solutions and financial plans. He has a knack for navigating through complex financial issues and prides himself on his ability to listen carefully to his clients’ challenges and goals so as to formulate appropriate investment plans into simple and clear actionable items.
Originally from Philadelphia, Ken has lived in New York on and off for the last 30 years. He earned his Bachelor of Arts degree from the University of Maryland in English and Philosophy and did graduate work at Villanova University and Pace University in New York City. He takes personal pride in raising his four sons. In his free time he enjoys coaching football, baseball, and basketball, playing tennis, adventure travel, and collecting East Asian art.