Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Daniel Breimhorst is an investment advisor representative with Oakwood Capital, Inc.. Jon Daniel Breimhorst is registered with the state of Minnesota and Wisconsin. Jon Daniel Breimhorst has been in the financial services industry for over 12 years. Before joining Oakwood Capital, Jon Daniel Breimhorst was employed at UBS Financial Services Inc., LPL Financial LLC and Wealth Enhancement Brokerage Services, LLC.. Jon Daniel Breimhorst has a Series 6, Series 7 and Series 63. Jon Daniel Breimhorst is also a Certified Financial Planner.
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
08/09/2018 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
MN
03/20/2015 - 06/12/2018
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
MN
12/06/2012 - 03/04/2015
LPL FINANCIAL LLC (BURNSVILLE MN)
MN
01/09/2013 - 02/24/2015
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
02/07/2012 - 11/14/2012
QUESTAR CAPITAL CORPORATION (ST LOUIS PARK MN)
MN
08/04/2011 - 02/14/2012
PRUCO SECURITIES, LLC. (ST. LOUIS PARK MN)
IA
Issued 05/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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