Brenda Bolander, financial advisor Oklahoma City OK
90 score

Brenda Bolander

CRD Number: 6146869
Current Firm: Retirement Investment Advisors Inc.

Brenda Bolander (CRD# 6146869) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Investment Advisors, Inc. Oklahoma City, OK Aug 2012 - Current 4
Oklahoma Office Of State Finance Oklahoma City, OK Dec 2001 - Jun 2012 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Brenda S. Bolander
Phone Number: 405-842-3443
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    516
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $497,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, GA, IL, KS, MO, NE, OK, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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