Jon
Breimhorst
Oakwood Capital, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jon Breimhorst is a certified financial planner working in Minneapolis, Minnesota, who has 5 years of industry experience. Breimhorst currently works for Oakwood Capital, Inc. Their career trajectory has included roles at Lpl Financial, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, Ubs and Oakwood Capital Securities, Inc. Breimhorst has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Minnesota and Wisconsin. Oakwood Capital, Inc is a business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 14 locations and a total of 20 advisors. It has $196 million in assets across its 940 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 940 client accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets. Oakwood Capital, Inc provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services are provided. Fees charged by Oakwood Capital, Inc likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Oakwood Capital, Inc Brokerage Details
$196,034,780
20
940
$208,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jon Breimhorst Work History
Jon has been registered as a financial advisor for 5 years.*
Oakwood Capital Securities, Inc
Ubs
Wealth Enhancement Advisory Services
Wealth Enhancement Brokerage Services
Lpl Financial
Wealth Enhancement Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jon Breimhorst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oakwood Capital, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
