Financial ADVSR advisor directory · SEC adviser records
Oakwood Capital, Inc. financial advisors
Every SEC-registered investment adviser representative at Oakwood Capital, Inc., by the state and city of the office they work from.
The short answer
21 registered advisors work at Oakwood Capital, Inc., in 2 states and 4 cities; the most are in St. Louis Park, MN (18). 4 list the CFP designation and 19 are also registered broker representatives.
Search every Oakwood Capital, Inc. advisor by name →Who joined and left Oakwood Capital, Inc. →Oakwood Capital, Inc.: assets, clients and custodians →
Cities with the most Oakwood Capital, Inc. advisors
St. Louis Park, MN 18Maitland, FL 1Naples, FL 1Saint Augustine, FL 1
Oakwood Capital, Inc. advisors by state
Questions
How many financial advisors does Oakwood Capital, Inc. have?
21 investment adviser representatives are registered with Oakwood Capital, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 4 cities. 4 list the CFP designation and 19 are also registered as broker representatives.
Where does Oakwood Capital, Inc. have the most advisors?
St. Louis Park, MN, with 18 registered advisors, then Maitland, FL (1). By state, Minnesota has the most, with 18.
How do I find a Oakwood Capital, Inc. financial advisor near me?
Pick your state below, then your city, to see every Oakwood Capital, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Oakwood Capital, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →