Unclaimed Profile

Kathryn W King

OAKWOOD CAPITAL, INC.·ST. LOUIS PARK, Minnesota

Clean recordOAKWOOD CAPITAL, INC.

600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 7331809Firm CRD# 112399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathryn W King · ST. LOUIS PARK, MN

Registration

CRD #7331809 · OAKWOOD CAPITAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathryn W King is a registered financial advisor based in ST. LOUIS PARK, Minnesota, affiliated with OAKWOOD CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OAKWOOD CAPITAL, INC.

AUM

$221M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAKWOOD CAPITAL, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITOR FEES

Regulatory

SEC/IARD CRD# 7331809

Firm CRD# 112399

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn W King offer?

Kathryn W King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.

What are Kathryn W King's credentials?

Kathryn W King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn W King located?

Kathryn W King is based in ST. LOUIS PARK, Minnesota, working with OAKWOOD CAPITAL, INC.. Their office serves clients in the ST. LOUIS PARK metropolitan area and surrounding communities.

How does Kathryn W King charge for services?

Kathryn W King's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAKWOOD CAPITAL, INC.?

OAKWOOD CAPITAL, INC. has approximately 20 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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