Randy Schreier (CRD# 2814705) is an Investment Advisor Representative working at Schreier Financial, LLC in Oklahoma City, OK and has over 26 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Randy Schreier, Cpa | Oklahoma City, OK | Oct 2012 - Current | 11 |
| Schreier Financial, LLC | Oklahoma City, OK | Jan 2009 - Current | 15 |
| Oklahoma Employee Benefits & Insurance | Oklahoma City, OK | Feb 2008 - Current | 16 |
| Schreier Rental | Oklahoma City, OK | Jun 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- OK
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$140,400
- 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
- Pension consulting services
OK
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 derived from SEC.gov data covering 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.
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.