Oakwood Capital, Inc.
Oakwood Capital, Inc. (CRD# 112399) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $220,800,145 in 977 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management221MILLION
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Total Number of Accounts977ACCOUNTS
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Average Account Value$225,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, MN, MT, ND, SC, SD, TX, WI
Jon Breimhorst (CRD# 5463148) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 12 years of experience in the finance industry.
Daniel Colich (CRD# 1336351) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 39 years of experience in the finance industry.
John Devereaux (CRD# 4750174) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 20 years of experience in the finance industry.
William Haberman (CRD# 1273944) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 27 years of experience in the finance industry.
Douglas King (CRD# 1375683) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 38 years of experience in the finance industry.
Jason King (CRD# 6343030) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 7 years of experience in the finance industry.
Jonathan London (CRD# 5006386) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 18 years of experience in the finance industry.
Darrell McCroskey (CRD# 1056953) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 41 years of experience in the finance industry.
Michael Mullins (CRD# 1522269) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 37 years of experience in the finance industry.
Troy Narum (CRD# 2579585) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 28 years of experience in the finance industry.