Five Star award winners Douglas King, Jason King, & Brandon King

PROFESSIONAL PROFILE

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Douglas King, Jason King, & Brandon King

Oakwood Capital Advisors, LLC

600 Highway 169 S, Ste 1410

Minneapolis, MN 55426

Office: 952-956-6101

dsking@oakwoodca.com
www.oakwoodca.com

Professional Approach

At Oakwood Capital Advisors, LLC, we understand that sound financial planning is essential for a secure future. As a dedicated team with over 90 years of combined experience, we offer expert guidance and personalized solutions to meet your unique financial goals. Oakwood Capital Advisors, LLC offers comprehensive financial planning aimed at simplifying our clients’ lives and instilling confidence in their financial future. Serving business owners, individuals, and families as dedicated financial advisors, we prioritize providing impartial and independent guidance. Our service model revolves around a collaborative team approach, ensuring a global perspective, disciplined strategies, cost-effectiveness, and tax efficiency in our investment practices. Our passion lies in assisting clients in cultivating, safeguarding, enjoy and distributing their wealth.

We take pride in Five Star Wealth Manager award winners Douglas S. King, CFP®, Brandon King, Certified Financial Fiduciary®, Jason T. King, CFP®, EA®, and Michael Mullins, RICP®, who have earned their place within this esteemed group. We express our esteemed gratitude to our clients for their unwavering trust and confidence in us.

Douglas S. King, CFP®

President & CEO

Phone: 952-956-6101

Doug King is a CFP® professional who has spent over 37 years in the financial services industry helping families across multiple generations and successful entrepreneurs reach their long-term financial goals and dreams.

He is passionate about helping his clients solve complex financial needs through comprehensive financial planning, customized asset allocation strategies, tax and estate planning, and sound investment advice.

Doug earned two bachelor’s degrees, in finance and management, from Virginia Tech and a Master of Business Administration from the University of Minnesota’s Carlson School of Management. He completed his CFP® certification in 1989 from the College for Financial Planning and he previously served as the 2021 Chair of the Certified Financial Planner Board of Standards, Inc. (CFP Board) and he serves on the board of the Northern Star Council of the Boy Scouts of America.

Doug has been married over 36 years to his wife, Katy, and has four adult children who work jointly at Oakwood in various capacities. He is an avid outdoorsman and loves hunting, fishing, canoeing, hiking, motorcycling, scuba diving, golfing, and snowboarding.

Brandon D. King

Certified Financial Fiduciary®, Financial Advisor

Phone: 612-439-8400

Brandon King comes from a strong retirement planning background. After working in the financial services industry for over 8 years, he discovered a passion for helping others meet their financial goals. Brandon has spent a majority of his professional career as a Sr. Retirement Consultant at Allianz Life. In his role, Brandon assisted financial professionals in developing retirement strategies in order to help their clients meet their long- term financial objectives.

Eager to diversify his professional career and skill set, Brandon has earned his Bachelor of Science in Entrepreneurship and obtained his Certified Financial Fiduciary®, Series 7, 63, 99, and Minnesota Life insurance licenses. Brandon intends to further his designations and knowledge of the financial services industry.

When he is not working, Brandon enjoys biking, rock climbing, and a variety of other outdoor activities. He also enjoys spending time with friends, family and his fiancé, Miranda.

Jason T. King, CFP®, EA

Financial Advisor

Phone: 612-930-4196

Jason King is a well-rounded financial, tax, and investment advisor that has a passion to deliver guidance that instills confidence in his clients' financial wellbeing.

Knowing that when it comes to your financial life, true success is not just achieved – it’s sustained. He seeks to provide personalized service to help build and preserve wealth, create a lasting legacy, and implement income strategies that empowers his clients to live their life's ambitions.

Always pursing the knowledge needed to help those in need, Jason has earned his Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, Series 7, 24 & 66, as well as, the Life and Health Insurance licenses. This is furthered by his continued education through these designations and membership to The Financial Planning Association (FPA).

When Jason is not working, he enjoys spending his time with his wife, Kelsey, traveling, hiking, rock climbing, scuba diving and snowboarding.

Katy King

Director of Client Experience

Phone: 952-956-6102

Katy King is an entrepreneur and a co-owner of the Oakwood Capital firms. With a background in business, education, and fashion, she also runs a boutique business called Katy Lee Couture that designs and manufactures custom women’s clothing.

She earned a Bachelor of Science degree from Virginia Tech, specializing in Marketing and Fashion Merchandising Education. Before transitioning fully into business, Katy was a tenured teacher, where she taught Marketing Education and Fashion Merchandising, inspiring countless students with her industry knowledge.

Katy has been married to Doug King for over 38 years. Together, they have four adult children who actively contributing to Oakwood Capital in various capacities. In her free time, she enjoys spending time with her family, boating, skiing, and sewing.

Trenton King

Operations Specialist

Phone: 952-956-6105

Trent is head of operations at Oakwood Capital Partners with a passion for detail-oriented work and process improvement. Trent has spent his years working in the financial industry, focusing on streamlining processes and ensuring the smooth operation of daily activities.

As a Montana State University graduate with a degree in finance, Trent has a strong understanding of financial planning and management. Trent's primary responsibilities include managing day-to-day operations, ensuring compliance with regulatory requirements, and overseeing the company's technology systems.

In his free time, Trent enjoys a wide range of outdoor activities including snowboarding, skateboarding, fishing and hiking. He also enjoys going to sporting events and spending time with friends and family.

Leanna King

Director of Communications & Digital Marketing

Phone: 952-956-6106

Leanna is passionate about helping keep our clients happy and ensuring our company runs smoothly!

With her proven organizational skills and experience in communications, she wears many hats in our organization - from providing administrative support to our clients and advisors; to helping our executives manage their busy schedules; updating our social media sites; and incorporating her creativity in her work with her background in graphic design.

In her spare time, Leanna’s hobbies include hiking, yoga, snowboarding, playing the ukulele, and painting. She also loves to spend time with her friends, family, boyfriend, and her cat.

Michael W. Mullins

Senior Financial Advisor

Phone: 612-240-7067

Michael is an Investment Advisor Representative (IAR) of Oakwood Capital, Inc., a Registered Investment Advisors (RIA), and affiliated with Oakwood Capital Advisors, LLC which is a full fiduciary-oriented advisory firm. We follow a structured and personalized financial planning process to ensure we address all aspects of your financial life. Our process is designed to provide you with clarity, confidence, and a clear path to achieving your financial goals.

Oakwood Capital Advisors offers investment management services, estate planning, tax planning and retirement planning, where your goals and risk tolerance are the guiding principles upon which all our investment recommendations are based.

Michael has been a licensed financial advisor since 1986, having represented RBC Wealth Management, PaineWebber, Morgan Stanley, and Oakwood Capital Advisors, an independent advisory and planning firm. He holds the Retirement Income Certified Professional (RICP) designation, confirming his specialized training to assist clients planning their future in retirement.

Michael has his residence and business location in Bermuda Dunes, CA, serving the Coachella Valley and nearby communities.

Teresa C. Pierce

Executive Assistant

Phone: (239) 208-3662

Teresa is a Twin Cities native who attended the University of Minnesota and relocated to Fort Myers, FL, in 1994.

She brings extensive experience in executive support and office management, having served roles as an Office Manager, Contract Administrator, Project & Permit Coordinator, and an Executive Assistant in several other companies.

In her free time, Teresa enjoys spending time with her two sons, traveling with her husband, bodybuilding, motorcycling, and engaging in outdoor activities.

See Accomplishments

This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 5789 Twin Cities-area wealth managers were considered for the award; 517 (9 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 4,789, 624, 13%, 11/1/24, 3/13/24 - 10/29/24; 2024: 4,280, 637, 15%, 12/1/23, 3/13/23 - 9/29/23; 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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Financial planning and investment advisory services are offered through Oakwood Capital, Inc. (OC), an SEC registered investment adviser. Brokerage services are offered through Oakwood Capital Securities, Inc. (OCS), a registered broker-dealer. Please do not submit trade instructions via email as they cannot be accepted in this manner. Similarly, we do not accept trading instructions via voicemail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Advisor if you need to give instructions related to your account.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.