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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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William Haberman

William Haberman headshot

William Haberman CFP®

bill@oakwoodcapital.com
763-550-0829

12030 28th Ave N - Plymouth, MN 55441

 

Supplement ADV Part 2B

Contact

952-935-4601
join@oakwoodcapital.com

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Address

600 Highway 169 S, Suite 1410
Minneapolis MN 55426

ADV Part 2A  Form CRS  SEC

Privacy Policy

Financial Planning and Advisory Services are offered through Oakwood Capital, inc., (OC), an SEC registered investment adviser firm. OC representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to the Investment Advisor Public Disclosure website (www.adviserinfo.sec.gov). For additional information about OC, including fees and services, send for our disclosure statement as set forth on Form ADV from OC using the contact information herein. Please read the disclosure statement carefully before you invest or send money. This communication is offered as a source of general information about our services and is not intended as a solicitation, investment advice, or a recommendation.

Oakwood Capital, Inc. has offices in Fort Myers, FL and Minneapolis, MN. Please contact (952) 935-4601 or email info@oakwoodcapital.com.

 

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