1 day ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
- 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
In the Community
2 days ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
Announcements
2 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
