Okabena Investment Services Inc
Legal Name: OKABENA INVESTMENT SERVICES INC
Full Contact Details
Okabena Investment Services Inc
1800 IDS CENTER, 80 S EIGHTH STREET, MINNEAPOLIS, MN
612-339-7151
612-217-6246
Other Info
Okabena Investment Services Inc is legally known as OKABENA INVESTMENT SERVICES INC. It is a MN Corporation. This firm has 14 employees, of which 6 are employees in advisory roles. It serves 6 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 29, 1994.
Direct Owners
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DOUGLAS ARTHUR NEIMANN
DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER owns less than 5%
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JAMES HEYWOOD FIELD
DIRECTOR owns less than 5%
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OKABENA COMPANY
SHAREHOLDER owns 75% or more
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SCOTT MICHAEL RUSSETT
VICE PRESIDENT AND CHIEF FINANCIAL OFFICER owns less than 5%
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STEVEN GUY LENTZ
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER owns less than 5%
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TOBIN JACKSON DAYTON
DIRECTOR owns less than 5%
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THOMAS BUTLER DORAN
DIRECTOR (08/2019), SENIOR CLIENT RELATIONSHIP MANAGER owns less than 5%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
CITI PRIVATE BANK
United States -
COMPUTERSHARE TRUST COMPANY, N.A.
United States -
SG AMERICAS SECURITIES, LLC
United States -
STIFEL, NICOLAUS & COMPANY, INCORPORATED
United States -
THE NORTHERN TRUST COMPANY
United States -
WELLS FARGO BANK, N.A.
United States