Stephen Stipe (CRD# 2229770) is an Investment Advisor Representative working at Wealth Management Solutions in Claremore, OK and has over 31 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Solutions LLC | Bartlesville, OK | Jul 2018 - Current | 5 |
| Stephen Stipe | Tulsa, OK | Jul 1996 - Current | 27 |
| Sms Financial & Investment Management | Tulsa, OK | Dec 1998 - Jul 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- KS
- OK
- TX
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts141ACCOUNTS
-
Average Account Value$636,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, OK, TX
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