Oakwood Capital, Inc.

Douglas King is a CFP® professional with 39 years of experience in financial services. He is the President and CEO of Oakwood Capital, Inc., and has held leadership roles across multiple Oakwood-affiliated entities since 2018. King serves on the Board of Directors for the Northern Star Council, Scouts USA, a nonprofit organization focused on governance. Oakwood Capital serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio solutions through a combination of in-house and third-party models.

Jeffrey Schuur is a financial advisor with Oakwood Capital, Inc. in St Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oakwood Capital since 2014 and has worked with its affiliated Oakwood Capital Securities, Inc. since 1995. Outside of his advisory role, he owns JRS LLC, which provides personal tax and financial planning services. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and typically constructs portfolios on a non-discretionary basis while providing discretionary Oakwood-managed options and third-party manager solutions.

Darrell Mccroskey is a financial advisor at Oakwood Capital, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Oakwood Capital since 2016. In addition to his role there, he is also a financial advisor at North Country Financial Advisors. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, typically constructing portfolios on a non-discretionary basis while also providing discretionary and third-party manager options.

Brandon King is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Allianz Life Financial Services LLC and Cetera Investment Services, LLC. He also serves as Vice President of Oakwood Capital Accounting & Tax Advisors, LLC. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, with a focus on both non-discretionary and discretionary portfolio options using a combination of in-house and third-party models.

David Stevenson is a financial advisor at Oakwood Capital, Inc. in Edina, MN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Oakwood Capital since 2012 and affiliated with Oakwood Capital Securities, Inc. since 2009. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships and offers both non-discretionary and discretionary portfolio options using a combination of in-house and third-party models.

Jason King is a CFP® professional with nine years of industry experience, currently serving as Vice President and Financial Advisor at Oakwood Capital, Inc. He has held roles within various Oakwood Capital entities since 2019 and previously worked at Prosperity Capital Advisors and CRI Securities. Outside of his advisory duties, he acts as a business consultant for C2P Enterprises, LLC. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets, focusing largely on non-discretionary portfolio construction and offering both in-house and third-party investment solutions.

Jon Breimhorst is a CFP® with 14 years of experience, currently serving as an advisor at Oakwood Capital, Inc. in St. Louis Park, MN. Prior to joining Oakwood Capital Securities, Inc. in 2018, he worked at UBS from 2015 to 2018. Outside of his advisory role, he is involved in community activities in Prescott, WI, including serving as secretary of the Prescott Community Club and as a board member of the Prescott Chamber of Commerce. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio options through a combination of in-house and third-party models.

Ryan Weiss is a financial advisor with Oakwood Capital, Inc. in Richfield, MN. He holds Series 63 and Series 65 licenses and has approximately one year of industry experience. Prior to joining Oakwood Capital, he worked at Entrust and Valmont Industries and spent several years in full-time education. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting through a team-based approach that includes both discretionary and non-discretionary portfolio options.

Michael Mullins is a financial advisor with Oakwood Capital, Inc. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Prior to joining Oakwood Capital in 2019, he worked at The Oak Ridge Financial Services Group, Inc. from 2015 to 2019. Mullins volunteers with the charity organization Laundry Love. Oakwood Capital serves individuals, including high-net-worth clients, trusts, estates, and small-business retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering services through a team of advisors and a range of program-specific agreements.

Richard Sunderland is an investment advisor representative at Oakwood Capital, Inc. with 30 years of industry experience. He is also the president and sole stockholder of Advisors Income Solutions, Inc., a firm engaged in fixed insurance and annuity sales. Additionally, Sunderland serves as a general partner of Delrick Enterprises and acts as an election judge for the City of Golden Valley. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both non-discretionary and discretionary portfolio options, utilizing a combination of in-house and third-party model portfolios and program platforms.

John Devereaux is a financial advisor at Oakwood Capital, Inc. in Edina, MN, with 22 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014, including prior roles at Oakwood Capital Securities, Inc. Devereaux also works as a sales representative for life, fixed annuity, and long-term care insurance. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to wrap-fee programs, typically managing portfolios on a non-discretionary basis while providing discretionary and third-party manager options.

Wendy Waalen is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Oakwood Capital since 2011 and Oakwood Capital Securities since 2009. Outside of her advisory role, she is involved part-time with Valan Products and conducts recreational eBay sales. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, with a focus on both non-discretionary and discretionary portfolio options utilizing in-house and third-party model portfolios.

Jonathan London is a financial advisor at Oakwood Capital, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014. Outside of his advisory role, he serves as a city council member in New Hope, Minnesota. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio options through a combination of in-house and third-party model portfolios.

Paul Selsor is a financial advisor at Oakwood Capital, Inc. in Pasadena, CA, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oakwood Capital in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services. Outside of his advisory role, he is a principal at FM Financial Services, Inc., where he oversees health and welfare business activities. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies through a combination of in-house and third-party model portfolios.

Corey Pederson is a CFP® and ChFC® with 29 years of industry experience. He has been with Oakwood Capital Securities, Inc. since 2015. Corey is based in St. Paul, MN, and holds a Series 63 license. Oakwood Capital, Inc. serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships, using a combination of non-discretionary and discretionary portfolio options along with third-party manager solutions.