Coachwise Financial Solutions, Inc.

Coachwise Financial Solutions, Inc. (CRD# 133271) is a financial advisory firm headquartered in Tulsa, OK. They manage $21,519,522 in 303 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $71,022
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Coachwise Financial Solutions, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael C. Glass
CRD#: 4184389
4500 S. Garnett, Ste 920, Tulsa, OK 74146
96
Wealthminder
score

Michael Glass (CRD# 4184389) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.

2
Donnie D. Davis
CRD#: 4879835
4500 S. Garnett, Ste 920, Tulsa, OK 74146
93
Wealthminder
score

Donnie Davis (CRD# 4879835) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 10 years of experience in the finance industry.

3
Don T. Hardcastle
CRD#: 866473
4500 S. Garnett, Suite 920, Tulsa, OK 74133
93
Wealthminder
score

Don Hardcastle (CRD# 866473) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 13 years of experience in the finance industry.

4
Brian K. Ward
CRD#: 4124736
4500 S. Garnett, Ste 920, Tulsa, OK 74146
93
Wealthminder
score

Brian Ward (CRD# 4124736) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.

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