Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn F. Devereaux is an investment advisor representative with Oakwood Capital, Inc., located in St. Louis Park, Minnesota. John has been working in the financial services industry since January 27, 2004. John is registered with the state of Minnesota and Arizona. John has experience providing financial planning, pension consulting, and selection of other advisors. Oakwood Capital, Inc. is an SEC registered investment advisor. John has over 600 clients, including individuals, corporations, and charitable organizations. John's clients have over $260 million in assets under management. John's advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
06/28/2010 - 12/31/2023
OAKWOOD CAPITAL SECURITIES, INC. (Edina MN)
MN
12/17/2008 - 08/10/2010
WFG INVESTMENTS, INC. (PLYMOUTH MN)
CA
01/03/2007 - 12/18/2008
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
NY
01/26/2004 - 12/31/2006
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
BOTH
Issued 02/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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