Investrust Consulting, LLC

Investrust Consulting, LLC (CRD# 108037) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $562,737,100 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118
http://www.investrust.com/consulting
By the Numbers
  • Total Assets Under Management
    563
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $51,157,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Investrust Consulting, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Gregory Baum, financial advisor Oklahoma City OK
Gregory F. Baum
CRD#: 6878908
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118

Gregory Baum (CRD# 6878908) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.

2
Shannon Carter, financial advisor Oklahoma City OK
Shannon D. Carter
CRD#: 5345182
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118

Shannon Carter (CRD# 5345182) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry.

3
Andrew Hood, financial advisor Oklahoma City OK
Andrew W. Hood
CRD#: 2092356
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118

Andrew Hood (CRD# 2092356) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 33 years of experience in the finance industry.

4
Daniel Junkin, financial advisor Oklahoma City OK
Daniel P. Junkin
CRD#: 5346064
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118

Daniel Junkin (CRD# 5346064) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry.

5
Steven Replogle, financial advisor Oklahoma City OK
Steven L. Replogle
CRD#: 3178492
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118

Steven Replogle (CRD# 3178492) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 23 years of experience in the finance industry.

6
Mark Williams, financial advisor Oklahoma City OK
Mark T. Williams
CRD#: 4658023
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118

Mark Williams (CRD# 4658023) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 20 years 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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