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President / Chief Compliance Officer · Oath Planning, LLC

Rodney T. Yancy

CRD 7030454 · Named on Form ADV at one SEC-registered adviser

At a glance

Oath Planning, LLC, an SEC-registered wealth manager based in Tulsa, OK with $285 million in regulatory assets, lists Rodney T. Yancy on its Form ADV as President / Chief Compliance Officer, a control person.

Firms and roles

  • Oath Planning, LLCPresident / Chief Compliance OfficerWealth manager · Tulsa, OK · $285M in regulatory assets

AtlasMembers

Rodney’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rodney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.