Oakwood Capital Securities, Inc.
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 21000
- Registered since
- November 6, 1987
- Website
- www.gardnerfinancialmn.com
Firm profile
FINTRXOverview
Oakwood Capital Securities, Inc. is organized as a corporation and has been SEC-registered since 1987. FINTRX lists the firm's ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. The record indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. Additional status fields on the FINTRX snapshot show it is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6George VanDusen
President, Chief Executive OfficerCRD 2674151

Daniel Roeske
President and CEOCRD 2740143

Victoria Roos
Chief Operations OfficerCRD 2605508
Contacts
3 of 113
John Felton
PresidentCRD 3008859

Kevin Laing
Vice President, National AccountsCRD 2163783

Neil Tjon Hing
Financial ConsultantCRD 6368199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Myers, FL
Lee
Location
Fort Myers, FL
Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 15701 S Tamiami Trl
- Time zone
- ET (UTC-5)
- Office locations
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