2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
- 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
Wealth Management
2 months ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Retirement Plans
3 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Resources
5 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
