Investment adviser representative · Scissortail Wealth Management, LLC
Kevin Criss
CRD 7363938 · Tulsa, OK
At a glance
Kevin Criss is an investment adviser representative with Scissortail Wealth Management, LLC in Tulsa, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kevin’s SEC record dates to 2021, about 5 years ago.
Current advisory firm
- Scissortail Wealth Management, LLCSince January 2023Tulsa, OK · $568M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kevin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Scissortail Wealth Management, LLC
- Lisa N. AllemTulsa
- Christopher L. BogieTulsa
- Summer N. CaudleTulsa
- Richard L. Howard Jr.Tulsa
- Brian TalkingtonTulsa
- Todd C. WelshTulsa · Certified Financial Planner
Every advisor at Scissortail Wealth Management, LLC →Scissortail Wealth Management, LLC: assets, clients and custodians →Financial advisors in Tulsa, OK →Every Scissortail Wealth Management, LLC advisor in Tulsa →Advisor Moves: who changed firms this week →