Michael Ohlson

Biography

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 30 years, his 22-year old twin sons, and his 14-year old son. In his free time, he enjoys golfing, running, and watching the Golden State Warriors, San Francisco Giants, and San Francisco 49ers.

SPECIALIZATIONS

• Alternative Investments
• Annuities and Insurance
• Asset Management
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• Holds his Series 7, 8, 31, 63, and 65 licenses
• CA Insurance Lic. #0D89105
• B.A. in Business and Economics from University of California, Santa Barbara

Mission Statement