Sageoak Financial, LLC

Sageoak Financial, LLC (CRD# 166927) is a financial advisory firm headquartered in Tulsa, OK. They manage $129,146,139 in 621 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $207,965
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, LA, OK, TX

Financial Advisors at Sageoak Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Tyler A. Gray
CRD#: 6163683
6964 S. 69th East Ave., Tulsa, OK 74133

Tyler Gray (CRD# 6163683) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 10 years of experience in the finance industry. Tyler Gray 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Steven W. Ellis
CRD#: 1574466
6964 S. 69th East Ave., Tulsa, OK 74133

Steven Ellis (CRD# 1574466) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 29 years of experience in the finance industry.

3
Stan R. Rickner
CRD#: 2327753
6964 S. 69th East Ave., Tulsa, OK 74133

Stan Rickner (CRD# 2327753) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 30 years of experience in the finance industry.

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