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Dennis John Santos

OKABENA INVESTMENT SERVICES INC·MINNEAPOLIS, Minnesota
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4200 IDS CENTER, MINNEAPOLIS, MN 55402-4523CRD# 5850352Firm CRD# 111162
01

About

Dennis John Santos is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with OKABENA INVESTMENT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
OKABENA INVESTMENT SERVICES INC
OKABENA INVESTMENT SERVICES INC
AUM
$1.7B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at OKABENA INVESTMENT SERVICES INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5850352
Firm CRD# 111162
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis John Santos offer?
Dennis John Santos specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Dennis John Santos's credentials?
Dennis John Santos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis John Santos located?
Dennis John Santos is based in MINNEAPOLIS, Minnesota, working with OKABENA INVESTMENT SERVICES INC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Dennis John Santos charge for services?
Dennis John Santos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OKABENA INVESTMENT SERVICES INC?
OKABENA INVESTMENT SERVICES INC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OKABENA INVESTMENT SERVICES INC

Corinne Suzanne Whelan
MINNEAPOLIS, MN
James Heywood Field
MINNEAPOLIS, MN
Douglas Arthur Neimann
MINNEAPOLIS, MN
Scott Michael Russett
MINNEAPOLIS, MN
Sherry Ann Van Zee
MINNEAPOLIS, MN
Stacy Lynne Kleven
MINNEAPOLIS, MN

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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)MAPLE GROVE (23)
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Research
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