Schreier Financial, LLC

Schreier Financial, LLC (CRD# 148838) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $561,598 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 720656, Oklahoma City, OK 73172
http://www.okemployeebenefits.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $140,400
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Schreier Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Randy Schreier, financial advisor Oklahoma City OK
Randy S. Schreier
CRD#: 2814705
Oklahoma City, OK

Randy Schreier (CRD# 2814705) is an Investment Advisor Representative working at Schreier Financial, LLC in Oklahoma City, OK and has over 26 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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