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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Our Team

Jon Breimhorst headshot

Jon Breimhorst CFP®

 Daniel Colich headshot

Daniel Colich

John Devereaux headshot

John Devereaux

William Haberman headshot

William Haberman CFP®

Brandon King headshot

Brandon King

Douglas S. King headshot

Douglas S. King CFP®

 Jason King headshot

Jason King CFP®, EA

Jonathan London headshot

Jonathan London

Darrell (Bud) McCroskey

 Mike Mullins headshot

Mike Mullins RICP®

Troy Narum headshot

Troy Narum

Corey Pederson CFP®, ChFC®, CLU®, CASL®

Jeffrey Schuur

David Stevenson headshot

David Stevenson

 Robert Strommen headshot

Robert Strommen

Richard Sunderland headshot

Richard Sunderland

Brandon Vincent

 Wendy Waalen headshot

Wendy Waalen

Contact

952-956-6103
join@oakwoodcapital.com

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Address

600 Highway 169 S, Suite 1410
Minneapolis MN 55426

ADV Part 2A  Form CRS  SEC

Privacy Policy

Financial Planning and Advisory Services are offered through Oakwood Capital, inc., (OC), an SEC registered investment adviser firm. OC representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to the Investment Advisor Public Disclosure website (www.adviserinfo.sec.gov). For additional information about OC, including fees and services, send for our disclosure statement as set forth on Form ADV from OC using the contact information herein. Please read the disclosure statement carefully before you invest or send money. This communication is offered as a source of general information about our services and is not intended as a solicitation, investment advice, or a recommendation.

Oakwood Capital, Inc. has offices in Fort Myers, FL and Minneapolis, MN. Please contact (952) 935-4601 or email info@oakwoodcapital.com.

 

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