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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Roy Schuur is an investment advisor representative with Oakwood Capital, Inc. based in St. Louis Park, Minnesota. Jeffrey has been in the industry since 1993 and has experience providing financial planning services to individuals, businesses, and institutions. Jeffrey has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service. Jeffrey is registered in a number of states, including Arizona, California, Iowa, Minnesota, Montana, North Dakota, and Wisconsin. Jeffrey also holds the Series 7, Series 24, Series 63, and Series 65 licenses.
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
06/10/2019 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
MN
12/21/1994 - 07/13/1995
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
10/07/1993 - 12/20/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/07/1993 - 12/20/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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