Coachwise Financial Solutions, Inc.

Coachwise Financial Solutions, Inc. (CRD# 133271) is a financial advisory firm headquartered in Tulsa, OK. They manage $39,852,067 in 433 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $92,037
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
The map below shows states where this firm has explicit registration only.

AR, OK

Financial Advisors at Coachwise Financial Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donnie D. Davis
CRD#: 4879835
7225 S. 85th E. Ave., Ste.100, Tulsa, OK 74133

Donnie Davis (CRD# 4879835) 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
Don T. Hardcastle
CRD#: 866473
7225 S. 85th E. Ave., Ste.100, Tulsa, OK 74133

Don Hardcastle (CRD# 866473) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 19 years of experience in the finance industry.

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