Council Oak Wealth Advisors

Council Oak Wealth Advisors (CRD# 297180) is a financial advisory firm headquartered in Tulsa, OK. They manage $391,018,952 in 886 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8801 S. Yale Avenue, Suite 420, Tulsa, OK 74137
http://counciloakinvestments.com/
By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    886
    ACCOUNTS
  • Average Account Value
    $441,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, KS, NH, OK, TX

Financial Advisors at Council Oak Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
James Diacon, financial advisor Tulsa OK
James E. Diacon
CRD#: 1653168
8801 S. Yale Avenue, Suite 420, Tulsa, OK 74137

James Diacon (CRD# 1653168) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has over 36 years of experience in the finance industry.

2
Nathan Lovelle, financial advisor Tulsa OK
Nathan J. Lovelle
CRD#: 3153234
8801 S. Yale Avenue, Suite 420, Tulsa, OK 74137

Nathan Lovelle (CRD# 3153234) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has over 25 years of experience in the finance industry.

3
Daniel Beutel, financial advisor Tulsa OK
Daniel D. Beutel
CRD#: 6949326
8801 S. Yale Avenue, Suite 420, Tulsa, OK 74137

Daniel Beutel (CRD# 6949326) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has over 4 years of experience in the finance industry.

4
Angel Flores, financial advisor Tulsa OK
Angel A. Flores
CRD#: 7534204
8801 S. Yale Avenue, Suite 420, Tulsa, OK 74137

Angel Flores (CRD# 7534204) is an Investment Advisor Representative working at Council Oak Wealth Advisors in Tulsa, OK and has 1 year 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.

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