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Jeffrey Roy Schuur

Oakwood Capital, INC.
32 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
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)
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Regulatory
October 2025
Final
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Other Business ActivitiesSells Insurance

Jeffrey sells life and long-term care insurance, dedicating a few hours per week. He also owns JRS, LLC for personal tax and financial planning, spending a few hours per week on this. Finally, he is an investment advisor representative of Oakwood Capital, Inc., spending about 10-20% of his time on this.

Employment History
Current Registrations
Oakwood Capital, INC.
January 2014 - Present · 12 yrs 1 mo
Oakwood Capital Securities, INC.Broker
July 1995 - Present · 30 yrs 7 mos
Previous Registrations
Gardner Advisors INC.
January 2014 - December 2020 · 6 yrs 11 mos
Workman Securities CorporationBroker
December 1994 - July 1995 · 7 mos
American Express Financial Advisors INC.Broker
October 1993 - December 1994 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
October 1993 - December 1994 · 1 yr 2 mos
State Registrations17 states
AZCACOIAINKSMNMTNDNENVOHSDTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.