William Haberman

from Oakwood Capital, Inc.
SEC regulated
Regulated Investment Advisor
William Haberman is a financial advisor based in Minnesota, St. Louis Park, with 28 years of experience. William currently works for Oakwood Capital, Inc.. William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Haberman works at Oakwood Capital, Inc.
Oakwood Capital, Inc. is a financial advisory firm based in St. Louis Park, Minnesota. It currently has approximately $17,786,586 of assets under management and employs about 20 people. Oakwood Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor fees
Office location
600 Highway 169 South, Suite 1410, St. Louis Park, Minnesota, 55426

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