Redstone Wealth Management, LLC

Redstone Wealth Management, LLC (CRD# 311525) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $131,022,000 in 1,026 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3404 Nw 135th St, Oklahoma City, OK 73120
https://www.linkedin.com/in/lee--cantrell/
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    1,026
    ACCOUNTS
  • Average Account Value
    $127,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Redstone Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Israel Cantrell, financial advisor Oklahoma City OK
Israel L. Cantrell
CRD#: 5810858
3404 Nw 135th St, Oklahoma City, OK 73120

Israel Cantrell (CRD# 5810858) is an Investment Advisor Representative working at Redstone Wealth Management, LLC in Oklahoma City, OK and has over 13 years of experience in the finance industry.

2
Kerry Cox, financial advisor Oklahoma City OK
Kerry A. Cox
CRD#: 1727499
3404 Nw 135th St, Oklahoma City, OK 73120

Kerry Cox (CRD# 1727499) is an Investment Advisor Representative working at Redstone Wealth Management, LLC in Oklahoma City, OK and has over 36 years of experience in the finance industry.

3
Conard Terrell, financial advisor Oklahoma City OK
Conard B. Terrell
CRD#: 5109982
3404 Nw 135th St, Oklahoma City, OK 73120

Conard Terrell (CRD# 5109982) is an Investment Advisor Representative working at Redstone Wealth Management, LLC in Oklahoma City, OK and has over 17 years of experience in the finance industry.

4
Rianna Ingalls, financial advisor Oklahoma City OK
Rianna J. Ingalls
CRD#: 7146486
3404 Nw 135th St, Oklahoma City, OK 73120

Rianna Ingalls (CRD# 7146486) is an Investment Advisor Representative working at Redstone Wealth Management, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.

5
Christopher Smedstad, financial advisor Oklahoma City OK
Christopher S. Smedstad
CRD#: 7336986
3404 Nw 135th St, Oklahoma City, OK 73120

Christopher Smedstad (CRD# 7336986) is an Investment Advisor Representative working at Redstone Wealth Management, LLC in Oklahoma City, OK and has over 3 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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