Fg Wealth Management

Fg Wealth Management (CRD# 117845) is a financial advisory firm headquartered in Bartlesville, OK. They manage $22,068,744 in 239 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $92,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

KS, OK, TX

Financial Advisors at Fg Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Robert C. Marlowe
CRD#: 5501725
Matthews, NC
93
Wealthminder
score

Robert Marlowe (CRD# 5501725) is an Investment Advisor Representative working at Fg Wealth Management in Matthews, NC and has over 8 years of experience in the finance industry.

2
Jon A. Nettles
CRD#: 4555755
117 West Fifth Street, Suite 300, Bartlesville, OK 74003
86
Wealthminder
score

Jon Nettles (CRD# 4555755) is an Investment Advisor Representative working at Fg Wealth Management in Bartlesville, OK and has over 14 years of experience in the finance industry. Jon Nettles 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.

3
Daniel A. Vise
CRD#: 3140821
117 West Fifth Street, Suite 300, Bartlesville, OK 74003
83
Wealthminder
score

Daniel Vise (CRD# 3140821) is an Investment Advisor Representative working at Fg Wealth Management in Bartlesville, OK and has over 18 years of experience in the finance industry.

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