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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 is a wealth management advisor who works out of the Minneapolis, MN office.

David joined CAPTRUST in 2017 and serves as a principal, financial advisor. Prior to joining the firm, David was the president 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®
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