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Vice President and Chief Compliance Officer · Okabena Investment Services Inc

Jocelyn A. Henkensiefken

CRD 5206459 · Named on Form ADV at one SEC-registered adviser

At a glance

Okabena Investment Services Inc, an SEC-registered private fund adviser based in Minneapolis, MN with $2.1 billion in regulatory assets, lists Jocelyn A. Henkensiefken on its Form ADV as Vice President and Chief Compliance Officer, a control person.

Firms and roles

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Jocelyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott M. RussettSenior Vice President and Chief Operating Officer, Okabena Investment Services Inc
  • James H. FieldPresident (12/2019), Director, Okabena Investment Services Inc
  • Tobin J. DaytonDirector, Okabena Investment Services Inc
  • Thomas B. DoranDirector (08/2019), Vice President and Senior Client Portfolio Manager, Okabena Investment Services Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jocelyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.