Board of Managers · Investrust Consulting, LLC
Jo Ann Dickey
CRD 7353400 · Named on Form ADV at one SEC-registered adviser
At a glance
Investrust Consulting, LLC, an SEC-registered wealth manager based in Oklahoma City, OK with $588 million in regulatory assets, lists Jo Ann Dickey on its Form ADV as Board of Managers, a control person.
Firms and roles
- Investrust Consulting, LLCBoard of ManagersWealth manager · Oklahoma City, OK · $588M in regulatory assets
AtlasMembers
Jo’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Shannon D. CarterChief Compliance Officer, Investrust Consulting, LLC
- Cathy A. FridayChief Financial Officer, Investrust Consulting, LLC
- Mark T. WilliamsPresident, Chief Executive Officer, and Chief Investment Officer, Investrust Consulting, LLC
- David R. CarpenterChairman, Board of Managers, Investrust Consulting, LLC
- William CorumBoard of Managers, Investrust Consulting, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.