Investment Strategies, LLC

Investment Strategies, LLC (CRD# 140739) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $7,818,000 in 267 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
932 Sw 107th St, Suite 200, Oklahoma City, OK 73170
http://www.retirementincomeok.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $29,281
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Investment Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Harry Bertrand, financial advisor Oklahoma City OK
Harry B. Bertrand
CRD#: 2046252
9909 S. Pennsylvania Ave, Oklahoma City, OK 73159

Harry Bertrand (CRD# 2046252) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 25 years of experience in the finance industry.

2
Marcus Rose, financial advisor Oklahoma City OK
Marcus G. Rose
CRD#: 6619492
932 Sw 107th St, Suite 200, Oklahoma City, OK 73170

Marcus Rose (CRD# 6619492) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 8 years of experience in the finance industry.

3
Rhett Wood, financial advisor Oklahoma City OK
Rhett L. Wood
CRD#: 6000403
932 Sw 107th St, Suite 200, Oklahoma City, OK 73170

Rhett Wood (CRD# 6000403) is an Investment Advisor Representative working at Investment Strategies, LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals