Todd Welsh (CRD# 3214419) is an Investment Advisor Representative working at Scissortail Wealth Management, LLC in Tulsa, OK and has over 24 years of experience in the finance industry. Todd Welsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scissortail Wealth Management, LLC | Tulsa, OK | Nov 2018 - Current | 5 |
| Level Four Financial, LLC | Dallas, TX | Nov 2018 - Current | 5 |
| Ubs Financial Services Inc. | Tulsa, OK | Jan 2009 - Nov 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1999 |
- OK
-
Total Assets Under Management488MILLIONS
-
Total Number of Accounts2,100ACCOUNTS
-
Average Account Value$232,613
- A percentage of assets under your management
- 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
CA, CO, FL, KS, KY, MD, OK, PA, TX, VA
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