BK
BK

Brandon Douglas King

10 Years of Experience
BrokerSells Insurance
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
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Location

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

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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.

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Other Business ActivitiesSells Insurance

Brandon is a financial consultant and advisor with Oakwood Capital Securities, Inc., Oakwood Capital, Inc., and Oakwood Capital Advisors, LLC, dedicating a few hours per week to each. He is also a fixed insurance agent with Oakwood Capital Insurance Solutions, LLC, and a Vice President at Oakwood Capital Accounting & Tax Advisors, LLC, spending minimal time on the latter.

Employment History
Current Registrations
Oakwood Capital, INC.
March 2021 - Present · 4 yrs 11 mos
Oakwood Capital Securities, INC.Broker
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Allianz Life Financial Services, LLCBroker
September 2016 - August 2020 · 3 yrs 11 mos
Cetera Investment Services LLCBroker
March 2015 - September 2016 · 1 yr 6 mos
State Registrations5 states
COFLIAMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brandon Douglas King - Financial Advisor | TrueAdvisor