Disciplined Investments, LLC

Disciplined Investments, LLC (CRD# 129696) is a financial advisory firm headquartered in Tulsa, OK. They manage $210,485,976 in 352 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $597,972
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
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, TX

Financial Advisors at Disciplined Investments, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Adam J. Leavitt
CRD#: 4723014
2222 S. Utica Place Suite 200, Tulsa, OK 74114
96
Wealthminder
score

Adam Leavitt (CRD# 4723014) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 14 years of experience in the finance industry. Adam Leavitt 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.

2
Mathew R. Bacon
CRD#: 2905491
2222 S. Utica Place Suite 200, Tulsa, OK 74114
93
Wealthminder
score

Mathew Bacon (CRD# 2905491) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 20 years of experience in the finance industry.

3
Erma D. Felber
CRD#: 4604441
2200 S. Utica Place, Suite 400, Tulsa, OK 74114
93
Wealthminder
score

Erma Felber (CRD# 4604441) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 18 years of experience in the finance industry.

4
James P. Milligan
CRD#: 2658595
2200 S. Utica Place, Suite 400, Tulsa, OK 74114
93
Wealthminder
score

James Milligan (CRD# 2658595) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 22 years of experience in the finance industry.

5
Michael R. Moore
CRD#: 2660068
2200 S. Utica Pl. Suite 400, Tulsa, OK 74114
93
Wealthminder
score

Michael Moore (CRD# 2660068) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 22 years of experience in the finance industry.

6
Jon A. Otto
CRD#: 4727909
2200 S. Utica Pl. Suite 400, Tulsa, OK 74114
93
Wealthminder
score

Jon Otto (CRD# 4727909) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 15 years of experience in the finance industry.

7
Jeffrey R. Small
CRD#: 4199588
2222 S. Utica Place Suite 200, Tulsa, OK 74114
93
Wealthminder
score

Jeffrey Small (CRD# 4199588) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 15 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.