Founder, Senior Partner, Managing Member · Scissortail Wealth Management, LLC
Todd C. Welsh
CRD 3214419 · Named on Form ADV at one SEC-registered adviser
At a glance
Scissortail Wealth Management, LLC, an SEC-registered wealth manager based in Tulsa, OK with $568 million in regulatory assets, lists Todd C. Welsh on its Form ADV as Founder, Senior Partner, Managing Member, a control person.
Firms and roles
- Scissortail Wealth Management, LLCFounder, Senior Partner, Managing MemberWealth manager · Tulsa, OK · $568M in regulatory assets
AtlasMembers
Todd’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
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Colleagues named on the same filings
- Richard L. HowardFounder, Senior Partner, Managing Member, Scissortail Wealth Management, LLC
- Christine M. HerouxChief Compliance Officer, Scissortail Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.