Joseph Hladik (CRD# 5393491) is an Investment Advisor Representative working at Equitable Advisors, LLC in Oklahoma City, OK and has over 16 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 |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Aug 2015 - Current | 8 |
| Payne County Casa | Stillwater, OK | Jul 2013 - Current | 10 |
| Naifa - Oklahoma | Oklahoma City, OK | Aug 2010 - Current | 13 |
| Hladik Family Farm | Hennessey, OK | Jun 1990 - Current | 33 |
| St Francis | Stillwater, OK | Feb 2015 - May 2021 | 6 |
| Axa Advisors,llc | New York, NY | Aug 2015 - Jun 2020 | 4 |
| Stillwater Chamber Of Commerce | Stillwater, OK | Jul 2013 - Aug 2015 | 2 |
| Young Professionals Of Stillwater | Stillwater, OK | Aug 2011 - Aug 2015 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Stillwater, OK | Nov 2007 - Aug 2015 | 7 |
| Waddell & Reed, Inc. | Tulsa, OK | Jun 2007 - Aug 2015 | 8 |
| Naifa - Oklahoma | Oklahoma City, OK | Aug 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- AR
- KS
- NC
- OK
- SC
- TX
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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