2 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
- 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
Resources
Retirement Plans
3 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
3 months ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
4 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
