CP
CFP · ChFC
CP
CFP · ChFC

Corey David Pederson

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
599 clients
Average Client Portfolio
$435K average
Assets Under Management
$260.3M

Fee Structure

Minimum Investment:$25K
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Location

600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Corey is an Investment Advisor Representative of Oakwood Capital, Inc., an SEC registered investment advisor, since 2015. Corey spends about a quarter of their time on this investment-related business during trading hours.

Employment History
Current Registrations
Oakwood Capital, INC.
December 2015 - Present · 10 yrs 2 mos
Oakwood Capital Securities, INC.Broker
August 2015 - Present · 10 yrs 6 mos
Oakwood Capital Securities, INC.
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Gardner Advisors INC.
December 2015 - December 2020 · 5 yrs
Northwestern Mutual Investment Services,llc
May 2013 - August 2015 · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
May 2013 - August 2015 · 2 yrs 3 mos
Northwestern Mutual Investment Services,llc
February 2013 - March 2013 · 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 1997 - January 2002 · 4 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
February 1996 - March 2013 · 17 yrs 1 mo
State Registrations10 states
AZCACOFLMIMNMONJNVWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.