Richard SunderlandCRD Number: 2492179
Current Firm: Oakwood Capital, Inc.
Richard Sunderland (CRD# 2492179) 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.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
Wells Fargo Clearing Services, LLC
|Gardner Advisors, Inc.||Minneapolis, MN||Mar 2013 - Current||9|
|Advisors Inc.||Golden Valley, MN||Jul 1997 - Current||25|
|Delrick Enterprises/mn State Fair||Golden Valley, MN||Aug 1966 - Current||56|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management198MILLIONS
Total Number of Accounts857ACCOUNTS
Average Account Value$231,497
- A percentage of assets under your management
- Hourly charges
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- 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, FL, IA, MN, MT, ND, SD, WI
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