Disciplined Investments, LLC

Disciplined Investments, LLC (CRD# 129696) is a financial advisory firm headquartered in Tulsa, OK. They manage $354,299,044 in 750 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $472,399
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 pooled investment vehicles (other than investment companies)
  • Pension consulting services
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.

AR, CO, OK, TX

Financial Advisors at Disciplined Investments, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mathew R. Bacon
CRD#: 2905491
2222 S. Utica Place Suite 200, Tulsa, OK 74114

Mathew Bacon (CRD# 2905491) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 23 years of experience in the finance industry.

2
Brandon R. Biles
CRD#: 6800602
2222 S. Utica Place Suite 200, Tulsa, OK 74114

Brandon Biles (CRD# 6800602) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 2 years of experience in the finance industry.

3
Austin B. Bryan
CRD#: 6377623
688 East Millsap Rd, Suite 203, Fayetteville, AR 72703

Austin Bryan (CRD# 6377623) is an Investment Advisor Representative working at Disciplined Investments, LLC in Fayetteville, AR and has over 6 years of experience in the finance industry. Austin Bryan 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.

4
Adam J. Leavitt
CRD#: 4723014
2222 S. Utica Place Suite 200, Tulsa, OK 74114

Adam Leavitt (CRD# 4723014) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has over 17 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.

5
Barry S. Logan
CRD#: 2747479
11600 Broadway Extension #300, Oklahoma City, OK 73114

Barry Logan (CRD# 2747479) is an Investment Advisor Representative working at Disciplined Investments, LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry. Barry Logan 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.

6
Phuong Uyen H. Tran
CRD#: 7054469
2222 S. Utica Place Suite 200, Tulsa, OK 74114

Phuong Uyen Tran (CRD# 7054469) is an Investment Advisor Representative working at Disciplined Investments, LLC in Tulsa, OK and has 1 year of experience in the finance industry.

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