1 month ago
Market Declines in Retirement
What happens if you successfully saved for retirement, but when...
- With CAPTRUST Since 2017
- 612.347.7979
-
333 S 7th St #2900
Minneapolis, MN 55402
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
News & Resources
Wealth Management
Resources
2 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
2 months ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
2 months ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
