Oakley Allen (CRD# 6304237) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 9 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Capital Advisors, LLC | Murray, UT | Feb 2017 - Current | 7 |
| Global Plains Adv Group | Prairie Village, KS | Jan 2015 - Current | 9 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2015 - Feb 2016 | < 1 |
| Nylife Securities LLC | Overland Park, KS | Apr 2014 - Jan 2015 | < 1 |
| New York Life Insurance Co | Overland Park, KS | Feb 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
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- AZ
- KS
- MO
- TX
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Total Assets Under Management375MILLIONS
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Total Number of Accounts2,382ACCOUNTS
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Average Account Value$157,549
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
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