2 weeks ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2017
- 612.347.7979
-
333 South 7th St.
Suite 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 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®
News & Resources
Resources
Resources
4 weeks ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
7 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
8 months ago
Financial Planning Checklist for Times of Crisis
It can be tough to keep cool when you see...
