OKABENA INVESTMENT SERVICES INC

MINNEAPOLIS, Minnesota·10 registered advisors·CRD# 111162
SEC# 801-479290612-339-7151
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at OKABENA INVESTMENT SERVICES INC

10 registered advisors
Corinne Suzanne Whelan
MINNEAPOLIS, Minnesota
Dennis John Santos
MINNEAPOLIS, Minnesota
Douglas Arthur Neimann
MINNEAPOLIS, Minnesota
James Heywood Field
MINNEAPOLIS, Minnesota
Scott Michael Russett
MINNEAPOLIS, Minnesota
Sherry Ann Van Zee
MINNEAPOLIS, Minnesota
Stacy Lynne Kleven
MINNEAPOLIS, Minnesota
Steven Guy Lentz
MINNEAPOLIS, Minnesota
Thomas Butler Doran
MINNEAPOLIS, Minnesota
Tobin Jackson Dayton
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
10 advisors

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Data sourced from SEC Form ADV filings. OKABENA INVESTMENT SERVICES INC (CRD# 111162) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.