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Financial ADVSR advisor directory · SEC adviser records

Running Oak Capital LLC financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Running Oak Capital LLC office in Minnesota, by city and A to Z.

The short answer

3 registered advisors work at Running Oak Capital LLC in Minnesota, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Minneapolis (3). 0 list the CFP designation and 0 are also registered broker representatives.

Running Oak Capital LLC advisors by city in Minnesota

Every firm in Minnesota →

Minneapolis 3

Running Oak Capital LLC advisors in Minnesota, A to Z

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Questions

How many Running Oak Capital LLC financial advisors are in Minnesota?

3 investment adviser representatives are registered at Running Oak Capital LLC offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Minnesota does Running Oak Capital LLC have the most advisors?

Minneapolis, with 3. Running Oak Capital LLC has advisors in 1 city in Minnesota.

How do I check a Running Oak Capital LLC advisor in Minnesota?

Each advisor below 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. Advisors are listed at the city of the Running Oak Capital LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.