Investrust Consulting, LLC

Investrust Consulting, LLC (CRD# 108037) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $634,711,469 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    635
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $52,892,622
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.

OK, TX

Financial Advisors at Investrust Consulting, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey D. Asher
CRD#: 2609352
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
96
Wealthminder
score

Jeffrey Asher (CRD# 2609352) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry.

2
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.

3
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.

4
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.

5
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.

6
Ryan C. Barnett
CRD#: 6231436
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
90
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.

7
Gregory F. Baum
CRD#: 6878908
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
90
Wealthminder
score

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.

8
David L. Thompson
CRD#: 6067574
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
90
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.

9
Kevin M. Morrissey
CRD#: 4236858
5100 N Classen Boulevard, Suite 600, Oklahoma City, OK 73118
89
Wealthminder
score

Kevin Morrissey (CRD# 4236858) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 3 years of experience in the finance industry.

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