Investrust Consulting, LLC

Investrust Consulting, LLC (CRD# 108037) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $798,509,210 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    799
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $61,423,785
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
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.

OK, TX

Financial Advisors at Investrust Consulting, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jeffrey D. Asher
CRD#: 2609352
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118

Jeffrey Asher (CRD# 2609352) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 25 years of experience in the finance industry.

2
Gregory F. Baum
CRD#: 6878908
5100 N Classen Boulevard, Suite 600, 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.

3
Shannon D. Carter
CRD#: 5345182
5100 N Classen Boulevard, Suite 600, 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 13 years of experience in the finance industry. Shannon Carter 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
Andrew W. Hood
CRD#: 2092356
5100 N Classen Boulevard, Suite 600, 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 30 years of experience in the finance industry.

5
Daniel P. Junkin
CRD#: 5346064
5100 N Classen Boulevard, Suite 600, 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 13 years of experience in the finance industry.

6
Kevin M. Morrissey
CRD#: 4236858
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118

Kevin Morrissey (CRD# 4236858) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry.

7
Steven L. Replogle
CRD#: 3178492
5100 N Classen Boulevard, Suite 600, 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 20 years of experience in the finance industry.

8
Mark T. Williams
CRD#: 4658023
5100 N Classen Boulevard, Suite 600, 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 17 years of experience in the finance industry.

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