JB
CFP
JB
CFP

Jon Daniel Breimhorst

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
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
Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jon is an Investment Adviser Representative at Oakwood Capital, dedicating a few hours per week to this role. He also holds positions at Prescott Community Club, Prescott Chamber of Commerce, and Raleigh Dog LLC, spending minimal time on each.

Employment History
Current Registrations
Oakwood Capital, INC.
August 2018 - Present · 7 yrs 6 mos
Oakwood Capital Securities, INC.Broker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Gardner Advisors INC.
July 2018 - December 2020 · 2 yrs 5 mos
UBS Financial Services INC.Broker
March 2015 - June 2018 · 3 yrs 3 mos
UBS Financial Services INC.
March 2015 - June 2018 · 3 yrs 3 mos
Wealth Enhancement Advisory Services, LLC
January 2014 - February 2015 · 1 yr 1 mo
Wealth Enhancement Brokerage Services, LLCBroker
January 2013 - February 2015 · 2 yrs 1 mo
LPL Financial LLCBroker
December 2012 - March 2015 · 2 yrs 3 mos
Questar Capital CorporationBroker
February 2012 - November 2012 · 9 mos
Pruco Securities, LLC.Broker
August 2011 - February 2012 · 6 mos
State Registrations11 states
AZCAFLGAILINMNMOTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.