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600 Highway 169 South Suite 1410, St. Louis Park, MN 55426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-13 |
| SC | RA | APPROVED | 2025-08-08 |
| IA | RA | APPROVED | 2025-02-13 |
| CA | RA | APPROVED | 2023-01-10 |
| FL | RA | APPROVED | 2021-05-28 |
| AZ | RA | APPROVED | 2021-04-22 |
| SD | RA | APPROVED | 2020-12-31 |
| MT | RA | APPROVED | 2019-05-11 |
| MN | RA | APPROVED | 2013-12-09 |
| ND | RA | APPROVED | 2011-08-15 |
Branch Locations
600 Highway 169 South Suite 1410, St. Louis Park, MN 55426 • United States
3060 25Th S Unit K, Fargo, ND 58103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 02/2009 | Present |
| Oakwood Capital, Inc. | Minneapolis | MN | 03/2011 | Present |
INVESTMENT ADVISER REPRESENTATIVE OF OAKWOOD CAPITAL, INC. ("OC")) 600 HIGHWAY 169 S, STE 1410, MINNEAPOLIS, MN 55426 SINCE 3/15/2011. (INVESTMENT-RELATED BUSINESS - OC IS A STATE 60 HOURS PER MONTH (BASED ON 160 WORKING HOURS PER MONTH)ARE SPENT ON OC BUSINESS DURING TRADING HOURS. PART-TIME HELP OF VALAN PRODUCTS, 345 5TH STREET, PO BOX 63, DAVENPORT, ND, 58021 SINCE 4/1/2018. APPROXIMATELY 5 HOURS PER MONTH ARE SPENT ON THIS NON-INVESTMENT-RELATED OUTSIDE BUSINESS DURING NON-TRADING HOURS. EBAY SALES; RECREATIONAL, NOT BUSINESS-RELATED; ONLINE FROM HOME SINCE 10/26/2022; 1-2 HOURS PER MONTH AFTER BUSINESS HOURS; NO INVESTMENT CUSTOMERS ARE INVOLVED Oakwood Capital Insurance Solutions; Agent; Investment-related; 3060 25th Street S Suite K Fargo, ND 58103 since 4/25/2023; Life, Fixed, and/or Index Insurance Products sold through FIG / Oakwood Insurance Solutions; 5 hours per month during and after trading hours CLW Properties LLC; Passive Owner thru Marriage; Non-Investment related; 11468 Co Hwy 17 Detroit Lakes, MN 56501; since 2/10/2026; A Single Member LLC (owned by my husband) - Commercial Retail Property by our lake cabin. Will be occupied by a separate business; 5 hours a month after business hours. The Anchor LLC; Passive Owner thru Marriage; Non-Investment related; 11468 Co Hwy 17 Detroit Lakes, MN 56501; since 2/10/2026; A Single Member LLC (owned by my husband) Coffee / Ice Cream / Boutique Retail business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-17 |
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