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Darrell Alve Mccroskey

Oakwood Capital, INC.
33 Years of Experience
1 Disclosure
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Oakwood Capital, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
599 clients
Average Client Portfolio
$435K average
Assets Under Management
$260.3M

Fee Structure

Minimum Investment:$25K

Location

600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1997
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Darrell works as a financial advisor for North Country Financial Advisors since 2013, dedicating full-time hours to this role. He is also an investment advisor representative of Oakwood Capital, Inc. since 2016, spending nearly full-time hours on this business.

Employment History
Current Registrations
Oakwood Capital, INC.
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Gardner Advisors INC.
June 2016 - December 2020 · 4 yrs 6 mos
Oakwood Capital Securities, INC.Broker
October 2011 - December 2023 · 12 yrs 2 mos
Woodbury Financial Services, INC.
August 2010 - October 2011 · 1 yr 2 mos
Woodbury Financial Services, INC.Broker
April 2010 - October 2011 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1982 - December 2000 · 18 yrs 4 mos
State Registrations1 state
ND
Advisor
Exams
No exam information available for this advisor.