William
Haberman
Oakwood Capital, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
William Haberman is a certified financial planner working out of Minneapolis, Minnesota who has 10 years of relevant experience. Haberman currently works for Oakwood Capital, Inc. The advisor has gained experience at Oakwood Capital, Inc, Oakwood Capital Securities, Inc, Independent Fixed Insurance Agent and Lifetime Financial Strategies, LLC. Haberman maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in Arizona, California, Florida, Minnesota and Wisconsin. Oakwood Capital, Inc is an advisory business based out of Minneapolis, MN. The company has offices in 14 locations and a total of 20 people on staff. It oversees $196 million in assets under management among its 940 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 940 accounts, just 9% belong to high-net-worth individuals who have more than $1 million in investable assets. Oakwood Capital, Inc performs a wide 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. Fees charged by financial advisors typically are based on the financial services provided. Fee types billed by Oakwood Capital, Inc most likely are comprised 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
William Haberman Work History
William has been registered as a financial advisor for 10 years.*
Oakwood Capital Securities, Inc
Oakwood Capital, Inc
Independent Fixed Insurance Agent
Lifetime Financial Strategies, LLC
*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 William Haberman 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.
