Investrust Consulting, LLC

Investrust Consulting, LLC (CRD# 108037) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $611,598,618 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $55,599,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
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 Investrust Consulting, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mark T. Williams
CRD#: 4658023
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
96
Wealthminder
score

Mark Williams (CRD# 4658023) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 14 years of experience in the finance industry.

2
Shannon D. Carter
CRD#: 5345182
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
93
Wealthminder
score

Shannon Carter (CRD# 5345182) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 10 years of experience in the finance industry.

3
Andrew W. Hood
CRD#: 2092356
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
93
Wealthminder
score

Andrew Hood (CRD# 2092356) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 27 years of experience in the finance industry.

4
Daniel P. Junkin
CRD#: 5346064
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
93
Wealthminder
score

Daniel Junkin (CRD# 5346064) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 10 years of experience in the finance industry.

5
Ryan C. Barnett
CRD#: 6231436
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
89
Wealthminder
score

Ryan Barnett (CRD# 6231436) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 4 years of experience in the finance industry.

6
David L. Thompson
CRD#: 6067574
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
89
Wealthminder
score

David Thompson (CRD# 6067574) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 4 years of experience in the finance industry.

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Disclosure
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.