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David O. Koch, CFA®, CFP®

David O. Koch, CFA®, CFP®

Principal,
Financial Advisor

  • Viola, WI
  • When Pride Still Mattered | Cinderella Man, Rudy, and Hoosiers
  • Vince Lombardi, Bart Starr, and Warren Buffet
  • The quality of a person’s life is in direct proportion to their commitment to excellence.
  • Competitive, accountable, and respectful

Financial Advisors

David Koch is a wealth management financial advisor based in Minneapolis, MN.

David joined CAPTRUST in 2017 and serves as a principal and financial advisor. Prior to joining the firm, David was the president, chief investment strategist, and chief compliance officer at Windsor Financial group LLC, and he has worked in the industry since 1983.

Education

  • Bachelor of Science degree in business administration with a concentration in marketing
  • Master of Business Administration degree with a concentration in finance

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®

Awards & Recognition

  • Minnesota 500—2020
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