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
Corey Pederson (CRD# 2696155) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 26 years of experience in the finance industry.
Jeffrey Schuur (CRD# 2391965) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 30 years of experience in the finance industry.
David Stevenson (CRD# 1087620) 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.
Robert Strommen (CRD# 863085) 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.
Richard Sunderland (CRD# 2492179) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 29 years of experience in the finance industry.
Wendy Waalen (CRD# 4178870) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 15 years of experience in the finance industry.
Brandon King (CRD# 6371003) 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.
Paul Selsor (CRD# 6189004) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 6 years of experience in the finance industry.
Brandon Vincent (CRD# 6166222) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Taylors, SC and has over 5 years of experience in the finance industry.