Steven Replogle (CRD# 3178492) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 23 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 |
|---|---|---|---|
| Investrust Consulting, LLC | Oklahoma City, OK | May 2017 - Current | 6 |
| Mariner Wealth Advisors | Oklahoma City, OK | Aug 2015 - May 2017 | 1 |
| Bosc, Inc. | Oklahoma City, OK | Jan 2013 - Aug 2015 | 2 |
| Bank Of Oklahoma | Oklahoma Cityh, OK | May 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2000 |
- OK
- TX
-
Total Assets Under Management563MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$51,157,918
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
OK, TX
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