Okabena Investment Services Inc

Okabena Investment Services Inc, operating as a Minnesota Corporation, is an approved investment advisory firm with 14 employees and 6 advisory roles. It serves a small group of 6 clients and has maintained its SEC registration since November 29, 1994.

• DOUGLAS ARTHUR NEIMANN

  DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER owns less than 5%

• JAMES HEYWOOD FIELD

  DIRECTOR owns less than 5%

• OKABENA COMPANY

  SHAREHOLDER owns 75% or more

• SCOTT MICHAEL RUSSETT

  VICE PRESIDENT AND CHIEF FINANCIAL OFFICER owns less than 5%

• STEVEN GUY LENTZ

  GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER owns less than 5%

• TOBIN JACKSON DAYTON

  DIRECTOR owns less than 5%

• THOMAS BUTLER DORAN

  DIRECTOR (08/2019), SENIOR CLIENT RELATIONSHIP MANAGER owns less than 5%

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