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Financial ADVSR advisor directory · SEC adviser records

Running Oak Capital LLC financial advisors

Every SEC-registered investment adviser representative at Running Oak Capital LLC, by the state and city of the office they work from.

5 registered advisors work at Running Oak Capital LLC, in 3 states and 3 cities; the most are in Minneapolis, MN (3). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Running Oak Capital LLC advisor by name →Who joined and left Running Oak Capital LLC →Running Oak Capital LLC: assets, clients and custodians →

Cities with the most Running Oak Capital LLC advisors

Minneapolis, MN 3Scarborough, ME 1Windermere, FL 1

Running Oak Capital LLC advisors by state

Running Oak Capital LLC in Minnesota 3

Minneapolis 3

Running Oak Capital LLC in Florida 1

Windermere 1

Running Oak Capital LLC in Maine 1

Scarborough 1

Questions

How many financial advisors does Running Oak Capital LLC have?

5 investment adviser representatives are registered with Running Oak Capital LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Running Oak Capital LLC have the most advisors?

Minneapolis, MN, with 3 registered advisors, then Scarborough, ME (1). By state, Minnesota has the most, with 3.

How do I find a Running Oak Capital LLC financial advisor near me?

Pick your state below, then your city, to see every Running Oak Capital LLC 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 Running Oak Capital LLC 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 →