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 appears in regulatory records with an SEC registration date of 1987. Ownership is recorded as a mix of a domestic entity and individual ownership. The firm's public filing classifies it as "Unclassified." Public disclosures in the available dataset are minimal. The firm has not supplied detail on its business activities, advisory services, fee schedule, or client segments in the material provided. The record also indicates the firm is not a capital allocator, is not an active ESG investor, is not identified as a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not recorded as a related adviser.
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 7
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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