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Gerald James Zyskowski

Oakwood Capital Securities, Inc.

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About Gerald James Zyskowski

Gerald James Zyskowski is a securities professional with over 30 years of experience in the financial services industry. Gerald is currently registered with Oakwood Capital Securities, Inc. in Mankato, MN. Gerald has a wide range of experience in the financial services industry, including previous roles with Gardner Financial Services, Inc. and Offerman & Co., Inc. Gerald's registrations include Series 63, Series 7TO, SIE, and Series 1.

Firm Information

Gerald Zyskowski is currently registered with Oakwood Capital Securities, Inc.. Oakwood Capital Securities, Inc. is a corporation formed in May 1987. They are registered with the SEC and in 49 states.

Not reported

Assets Under Management

Not reported

Total Clients

17

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.

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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Gerald Zyskowski’s Registration & Firm History

MN

11/05/1990 - Present

Oakwood Capital Securities, Inc. (Mankato MN)

NA

10/10/1990 - 10/19/1990

GARDNER FINANCIAL SERVICES, INC.

MN

09/28/1972 - 10/18/1990

OFFERMAN & CO., INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/19/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1965

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald James Zyskowski.
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