Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Narum is a financial advisor with Oakwood Capital, Inc. Troy has been in the financial services industry since 1995, and has experience working with individuals, high-net-worth individuals, corporations and other businesses. Troy's firm offers a variety of financial planning services, including portfolio management, pension consulting, and selection of other advisors. Troy holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Troy's client base is primarily in Minnesota, North Dakota, Arizona, Florida, Iowa, Missouri and Nevada. Troy is registered as an Investment Advisor Representative and is active in both the broker-dealer and investment advisor space.
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
01/01/2025 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
ND
10/27/2000 - 01/23/2009
CITIGROUP GLOBAL MARKETS INC. (FARGO ND)
NY
06/30/1995 - 11/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/09/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Troy Narum is the right advisor for you? Invested Better is here to help.
