Richard Kenneth Sunderland
Investment adviser representative at Oakwood Capital, Inc.
60 yearsExperience
2 statesRegistered in
$304.2MFirm assets
5 yearsFirm in business
Are you Richard Kenneth Sunderland? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
60 years in the industry.
- Oakwood Capital Securities, Inc.Mar 2013 to now
- Oakwood Capital, Inc.Mar 2013 to now
- Advisors Income Solutions, IncJul 1997 to now
- Delrick Enterprises/mn State FairAug 1966 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (IA, MN).
Oakwood Capital, Inc.
$304.2MAssets managed
616Clients
22Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2492179
- Firm CRD
- 112399