Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Colich is an investment advisor representative at Oakwood Capital, Inc. based in St. Louis Park, Minnesota. Daniel is a registered representative with FINRA and has been in the industry since 1993. Daniel has a strong background in financial planning, portfolio management, and pension consulting. Daniel has experience working with a variety of clients, including individuals, businesses, and institutions. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
01/17/2014 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
MN
09/08/1998 - 08/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. PAUL MN)
MN
07/19/1991 - 11/26/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/1991 - 11/26/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/04/1986 - 03/03/1990
CRAIG-HALLUM, INC.
NA
02/21/1985 - 06/11/1986
IRI SECURITIES CORPORATION
IA
Issued 02/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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