Heritage Institutional Services, LLC

Heritage Institutional Services, LLC (CRD# 165031) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $8,684,475 in 36 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $241,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

LA, OK, TX

Financial Advisors at Heritage Institutional Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew R. McGuire
CRD#: 4092184
2800 W. Country Club Drive, Suite A, Oklahoma City, OK 73116
96
Wealthminder
score

Matthew McGuire (CRD# 4092184) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry. Matthew McGuire 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
Robert B. Knowles
CRD#: 4398143
2800 W. Country Club Drive, Suite A, Oklahoma City, OK 73116
93
Wealthminder
score

Robert Knowles (CRD# 4398143) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Oklahoma City, OK and has over 15 years of experience in the finance industry.

3
Christopher W. Shankle
CRD#: 5366366
333 Texas Street, Suite 699, Shreveport, LA 71101
90
Wealthminder
score

Christopher Shankle (CRD# 5366366) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Shreveport, LA and has 1 year of experience in the finance industry.

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