Jon Daniel Breimhorst
Investment adviser representative at Oakwood Capital, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$304.2MFirm assets
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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
11 years in the industry.
- Oakwood Capital, Inc.Aug 2018 to now
- Oakwood Capital Securities, Inc.Jun 2018 to now
- UBSFeb 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 5463148
- Firm CRD
- 112399