Michael Oberg, CFP® in

Michael Oberg, CFP®

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Founder and Wealth Management Advisor at Oberg Capital Wealth Management
📍 Lakeville, Minnesota, United States

Michael is the Founder and a Wealth Management Advisor at Oberg Capital Wealth Management. A Certified Financial Planner (CFP®) and graduate of Minnesota State University, Mankato, he was recognized on the 2026 Forbes Best-In-State Financial Security Professionals list, serving clients in over 30 states.

Outside of work, Michael is a competitive golfer who played collegiately and still participates in MGA and USGA events. He lives in Lakeville, Minnesota, with his wife and daughter, and enjoys skiing, traveling, and spending time at their family cabin in Northern Minnesota.

His passion for golf extends to his family life; their bernedoodle is named Ryder, after the Ryder Cup.

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Experience
11 Years
Current Role
Founder and Wealth Management Advisor
Job Level
Leadership
Location
Lakeville, Minnesota, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Firm Leadership
As the founder of his own firm, he is focused on team building, hiring new talent, and celebrating the professional achievements of his staff.
Competitive Golf
He played collegiately at Minnesota State University, Mankato and continues to compete in MGA and USGA events to keep his game sharp.
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Career

Work history

12-2014
Founder and Wealth Management Advisor
Oberg Capital Wealth Management
11-2014
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2013 - 2016
Bachelor’s Degree
Minnesota State University, Mankato
2009 - 2013
Education details unavailable
Lakeville North
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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