Oakwood Capital

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Oakwood Capital — overview

About

Oakwood Capital is a wealth manager and registered investment adviser based in US. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, portfolio management, pension consulting, retirement planning, tax planning, cash flow analysis, and insurance planning strategies. It advises individuals, high-net-worth individuals, trusts, estates, and small businesses with qualified retirement accounts such as pension and profit-sharing plans, defined benefit plans and 401(k)s.

Oakwood Capital - known decision makers (9)

Position	Location	Asset Class
Investment Advisor Representative	St. Louis Park, US	GEN
Financial Advisor	St. Louis Park, US	GEN
Financial Advisor	Minneapolis, US	GEN
Financial Advisor	St. Louis Park, US	GEN
Investment Advisor Representative	Fargo, US	GEN

Showing 5 of 9 known decision makers Oakwood Capital

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