Retirement Investment Advisors Inc.

Retirement Investment Advisors Inc. (CRD# 106316) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $515,516,000 in 1,036 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $497,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, GA, IL, KS, MO, NE, OK, TX

Financial Advisors at Retirement Investment Advisors Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Chad A. Rudy
CRD#: 5729928
3001 United Founders Blvd, Suite A, Oklahoma City, OK 73112
96
Wealthminder
score

Chad Rudy (CRD# 5729928) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 8 years of experience in the finance industry. Chad Rudy 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.

2
Carol Alexander
CRD#: 4241259
3001 United Founders Blvd., Suite A, Oklahoma City, OK 73112
93
Wealthminder
score

Carol Alexander (CRD# 4241259) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry.

3
Brenda S. Bolander
CRD#: 6146869
3001 United Founders Blvd, Suite A, Oklahoma City, OK 73112
90
Wealthminder
score

Brenda Bolander (CRD# 6146869) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 4 years of experience in the finance industry.

4
Jennifer L. Wallis
CRD#: 6423698
3001 United Founders Blvd, Suite A, Oklahoma City, OK 73112
87
Wealthminder
score

Jennifer Wallis (CRD# 6423698) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has 1 year of experience in the finance industry.

5
Randy L. Thurman
CRD#: 1560189
3001 United Founders Blvd., Suite A, Oklahoma City, OK 73112
83
Wealthminder
score

Randy Thurman (CRD# 1560189) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 31 years of experience in the finance industry.

6
Andrew K. Flinton
CRD#: 5487432
3001 United Founders Blvd, Suite A, Oklahoma City, OK 73112
76
Wealthminder
score

Andrew Flinton (CRD# 5487432) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry. Andrew Flinton 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.

7
Joseph W. Bowie
CRD#: 1808893
3001 United Founders Blvd., Suite A, Oklahoma City, OK 73112
66
Wealthminder
score

Joseph Bowie (CRD# 1808893) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Oklahoma City, OK and has over 29 years of experience in the finance industry. Joseph Bowie 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.

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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.