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Brandon Douglas King

Oakwood Capital, Inc.

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About Brandon Douglas King

Brandon Douglas King is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, Minnesota. Brandon has been a financial advisor for over 8 years and has a wide range of experience in the industry. Brandon is dedicated to helping clients achieve their financial goals and provides a variety of financial services, including financial planning, portfolio management, and insurance. Brandon is also a licensed insurance agent.

Firm Information

Brandon King is currently registered with Oakwood Capital, Inc.. Oakwood Capital, Inc. is an investment advisor registered with the SEC and based in ST. LOUIS PARK, MN. The firm has 18 employees, including 18 licensed agents and investment adviser representatives. They advise individuals, high-net-worth individuals, corporations or other businesses, and others with a total of $260,312,212 in regulatory assets under management. Oakwood Capital, Inc. provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Oakwood Capital, Inc.

600 HIGHWAY 169 SOUTH

ST. LOUIS PARK, MN 55426

$260.31M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Brandon King’s Registration & Firm History

MN

10/08/2021 - Present

Oakwood Capital, Inc. (ST. LOUIS PARK MN)

MN

09/27/2016 - 08/26/2020

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

03/30/2015 - 09/15/2016

CETERA INVESTMENT SERVICES LLC (SAINT CLOUD MN)

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Licenses & Designations

IA

Issued 03/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Douglas King.
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