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. Ownership is recorded as a domestic entity and an individual; the firm's regulatory classification in the provided data is listed as unclassified. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It also does not appear as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available record. Public disclosure in the provided source does not include details on client segments, fee schedules, core business lines, or advisory offerings.
Assets & Accounts
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 8
Ryan Warner
Chief Compliance OfficerCRD 4600110

Keith Huberman
COOCRD 3035582

Daniel Roeske
President and CEOCRD 2740143
Contacts
3 of 119Roy Anderson
Service ManagerCRD 5656542

Elizabeth Odegaard
Vice President of Advisor DevelopmentCRD 5764461

Jason Jupiterwala
Owner, Senior Wealth AdvisorCRD 5887276
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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