Stan Rickner (CRD# 2327753) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 30 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 |
|---|---|---|---|
| Sageoak Financial, Llc Dba Seasons Financial Group | Tulsa, OK | Jan 2022 - Current | 2 |
| Sageoak Financial, LLC | Tulsa, OK | Oct 2021 - Dec 2021 | < 1 |
| Seasons Financial Group | Tulsa, OK | Aug 2010 - Dec 2021 | 11 |
| Brokers International Financial Services, LLC | Urbandale, IA | Oct 2018 - Sep 2021 | 2 |
| Lexaurum Advisors, LLC | Overland Park, KS | Jun 2017 - Sep 2021 | 4 |
| Broker Dealer Financial Services Corp. | West Des Moines, IA | Jun 2017 - Oct 2018 | 1 |
| Eastern Shawnee Tribal Enterprises | Seneca, MO | Jun 2012 - Sep 2018 | 6 |
| Burrgraf Corporation | Seneca, MO | Jun 2012 - Sep 2018 | 6 |
| Summit Brokerage Services, Inc. | Tulsa, OK | Sep 2016 - Jun 2017 | < 1 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - Jun 2017 | < 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Aug 2010 - Sep 2016 | 6 |
| Vsr Advisory Services | Overland Park, KS | Aug 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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Total Assets Under Management129MILLIONS
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Total Number of Accounts621ACCOUNTS
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Average Account Value$207,965
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
GA, LA, OK, TX
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