Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Mullins is an Investment Advisor Representative with Oakwood Capital, Inc. Michael has been in the financial services industry since 1987. Michael has a Series 7 and Series 66 securities license as well as a State of Minnesota Securities license. Michael specializes in providing financial planning and investment advice to individuals, small businesses, high net worth individuals, and corporations. Michael is affiliated with several other businesses including Oakwood Capital Advisors, LLC and Oakwood Capital Insurance Solutions, LLC.
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
03/06/2023 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
CA
09/25/2019 - 12/31/2023
OAKWOOD CAPITAL SECURITIES, INC. (Bermuda Dunes CA)
MN
06/30/2015 - 09/16/2019
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
04/01/2011 - 07/30/2015
JHS CAPITAL ADVISORS, LLC (MINNETONKA MN)
MN
06/20/2008 - 04/07/2011
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
07/16/2004 - 06/24/2008
WELLS FARGO INVESTMENTS, LLC (BLOOMINGTON MN)
NY
09/12/2000 - 07/21/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
01/14/1994 - 10/07/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/02/1987 - 01/19/1994
DAIN BOSWORTH INCORPORATED
BOTH
Issued 09/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Mullins is the right advisor for you? Invested Better is here to help.
