Jack Outhier, financial advisor Lawton OK
83 score

Jack Outhier

CRD Number: 2966780
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Jack Outhier (CRD# 2966780) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lawton, OK and has over 19 years of experience in the finance industry.

Similar Advisors
Joseph Combest, financial advisor Lawton OK
Joseph H. Combest
CRD# 2265431
Combest Financial Services, Inc.
Score
96
Similar Advisors
Caleb Wortham, financial advisor Lawton OK
Caleb W. Wortham
CRD# 6556242
Edward Jones
Score
95
Similar Advisors
Robert Armstrong, financial advisor Lawton OK
Robert A. Armstrong
CRD# 5311077
Arbor Point Advisors
Score
93
Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Lawton, OK Jan 2013 - Current 3
Sigma Financial Corporation Ann Arbor, MI Jan 2013 - Jan 2013 < 1
Sigma Planning Corporation Ann Arbor, MI Jan 2013 - Jan 2013 < 1
Legacy Solutions, LLC Lawton, OK Oct 2004 - Dec 2012 8
Allstate Insurance Co Lawton, OK Jun 2008 - Jan 2011 2
J.w. Cole Financial, Inc. Tampa, FL Nov 2007 - Jun 2008 < 1
Jonathan Roberts Advisory Group, Inc. Tampa, FL Nov 2007 - Jun 2008 < 1
Questar Capital Corp Minneapolis, MN Jan 2007 - Nov 2007 < 1
Questar Asset Management Ann Arbor, MI Jan 2005 - Nov 2007 2
Questar Capital Corporation Ann Arbor, MI Feb 2000 - Jan 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jack L. Outhier
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jack Outhier and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.