Adviser and broker representative · Oakwood Capital, Inc.
Daniel J. Colich
CRD 1336351 · St. Louis Park, MN
At a glance
Daniel J. Colich is an investment adviser representative with Oakwood Capital, Inc. in St. Louis Park, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2001, about 24 years ago. Daniel is also registered as a broker representative.
Current advisory firm
- Oakwood Capital, Inc.Since January 2014St. Louis Park, MN · $304M in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Oakwood Capital, Inc.
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- John F. DevereauxSt. Louis Park
- Steven M. FrommSt. Louis Park
- Brandon D. KingSt. Louis Park
- Douglas S. KingSt. Louis Park · Certified Financial Planner
- Jason T. KingSt. Louis Park · Certified Financial Planner
- Jonathan D. LondonSt. Louis Park
- Joseph L. MackSt. Louis Park
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