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Trinity Strategic Wealth financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Trinity Strategic Wealth office in Oklahoma, by city and A to Z.
14 registered advisors work at Trinity Strategic Wealth in Oklahoma, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Tulsa (14). 6 list the CFP designation and 9 are also registered broker representatives.
Trinity Strategic Wealth advisors by city in Oklahoma
Every firm in Oklahoma →Trinity Strategic Wealth advisors in Oklahoma, A to Z
Search by name →- Taylor J. BennettTulsa
- Carson D. ChambersTulsa
- Allison K. FletcherTulsa
- Ian D. KieferTulsa · Certified Financial Planner
- Andrew K. LockeTulsa
- Caleb J. MazzeiTulsa
- Jackson P. MazzeiTulsa
- Michael P. MazzeiTulsa · Certified Financial Planner
- John D. MooreTulsa
- Callum M. RaymickTulsa
- Derrick A. SandsTulsa · Certified Financial Planner
- Karig G. StoupTulsa · Certified Financial Planner
- Keith A. Van DykeTulsa · Certified Financial Planner
- Dennis A. ZeimetTulsa · Certified Financial Planner
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Questions
How many Trinity Strategic Wealth financial advisors are in Oklahoma?
14 investment adviser representatives are registered at Trinity Strategic Wealth offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 6 list the CFP designation and 9 are also registered as broker representatives.
Where in Oklahoma does Trinity Strategic Wealth have the most advisors?
Tulsa, with 14. Trinity Strategic Wealth has advisors in 1 city in Oklahoma.
How do I check a Trinity Strategic Wealth advisor in Oklahoma?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Trinity Strategic Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.