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Trinity Strategic Wealth financial advisors in Tulsa, OK
Every SEC-registered investment adviser representative at a Trinity Strategic Wealth office in Tulsa, A to Z.
14 registered advisors work at Trinity Strategic Wealth in Tulsa, out of 14 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.
Trinity Strategic Wealth advisors in Tulsa, A to Z
Every Trinity Strategic Wealth advisor →- Taylor J. BennettInvestment adviser rep
- Carson D. ChambersAlso a broker rep
- Allison K. FletcherAlso a broker rep
- Ian D. KieferCertified Financial Planner · Also a broker rep
- Andrew K. LockeAlso a broker rep
- Caleb J. MazzeiAlso a broker rep
- Jackson P. MazzeiInvestment adviser rep
- Michael P. MazzeiCertified Financial Planner
- John D. MooreAlso a broker rep
- Callum M. RaymickInvestment adviser rep
- Derrick A. SandsCertified Financial Planner · Also a broker rep
- Karig G. StoupCertified Financial Planner · Also a broker rep
- Keith A. Van DykeCertified Financial Planner
- Dennis A. ZeimetCertified Financial Planner · Also a broker rep
Trinity Strategic Wealth advisors in every city and state →Trinity Strategic Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Tulsa
All Tulsa advisors →Morgan Stanley 73Merrill Lynch, Pierce, Fenner & Smith Incorporated 55Bok Financial Securities, Inc. 45Edward Jones 43LPL Financial LLC 40Cetera Investment Advisers LLC 28Cavanal Hill Investment Management, Inc. 24Arvest Wealth Management 23State Farm Investment Management Corp. 23Mariner 21Osaic Wealth, Inc. 20Ameriprise Financial Services, LLC 19
Questions
How many financial advisors does Trinity Strategic Wealth have in Tulsa?
14 investment adviser representatives are registered at Trinity Strategic Wealth offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.
Is Trinity Strategic Wealth one of the largest advisor employers in Tulsa?
Trinity Strategic Wealth ranks number 15 in Tulsa by registered advisors; Morgan Stanley has the most, with 73.
How do I check a Trinity Strategic Wealth advisor in Tulsa?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.