Ameritrust Investment Advisors Inc.

Ameritrust Investment Advisors Inc. (CRD# 108589) is a financial advisory firm headquartered in Tulsa, OK. They manage $76,406,230 in 353 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $216,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Ameritrust Investment Advisors Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Lincoln J. Anderson
CRD#: 2310411
4506 S Harvard Ave, Tulsa, OK 74135
96
Wealthminder
score

Lincoln Anderson (CRD# 2310411) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 20 years of experience in the finance industry.

2
Gary R. Pierce
CRD#: 3105620
4506 S Harvard Ave, Tulsa, OK 74135
93
Wealthminder
score

Gary Pierce (CRD# 3105620) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 19 years of experience in the finance industry.

3
Charlene R. Scoles
CRD#: 2875701
4506 S Harvard Ave, Tulsa, OK 74135
93
Wealthminder
score

Charlene Scoles (CRD# 2875701) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 20 years of experience in the finance industry.

4
John H. Roe
CRD#: 1224388
4111 S. Darlington, Suite 450, Tulsa, OK 74135
90
Wealthminder
score

John Roe (CRD# 1224388) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has 1 year of experience in the finance industry. John Roe 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.

5
Laurie M. Saint
CRD#: 5915520
4506 S Harvard Ave, Tulsa, OK 74135
90
Wealthminder
score

Laurie Saint (CRD# 5915520) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 5 years of experience in the finance industry.

6
Delbert E. Snoberger
CRD#: 6043951
4506 S Harvard Ave, Tulsa, OK 74135
90
Wealthminder
score

Delbert Snoberger (CRD# 6043951) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

7
Kimberly A. Weaver
CRD#: 6044402
4506 S Harvard Ave, Tulsa, OK 74135
90
Wealthminder
score

Kimberly Weaver (CRD# 6044402) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.