With over 12 years of experience in the financial planning field, Michael Wolken has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401K, 403B, and 457B plans.
He received his undergraduate degree from Ohio University in Economics with an emphasis on Finance.
Michael takes an active role in educating clients about matters concerning retirement, tax-advantaged investing and advanced estate planning. His goal is to deliver professional wealth management through offering sound advice, and helping to create value, focus, and understanding. Once a plan is implemented*, a timely review and update is consistent with his financial planning process.
Mike likes to golf and fish with his kids, which grew out of his passion for many of the sports, in which he is currently active. Mike, his wife, and 3 kids reside in Hilliard, Ohio.
Michael Wolken is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 5455 Rings Road, Suite 125, Dublin, OH 43017. 614.790.9800.
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.