Okabena Investment Services Inc.

Okabena Investment Services Inc. (CRD# 111162) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,379,606,077 in 193 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,380
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $7,148,218
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, NE, NY, SD, TX

Financial Advisors at Okabena Investment Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eric L. Pirkl
CRD#: 4321373
1800 Ids Center, 80 S Eighth Street, Minneapolis, MN 55402
90
Wealthminder
score

Eric Pirkl (CRD# 4321373) is an Investment Advisor Representative working at Okabena Investment Services Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

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