Scissortail Wealth Management, LLC

Scissortail Wealth Management, LLC (CRD# 297761) is a financial advisory firm headquartered in Tulsa, OK. They manage $488,486,732 in 2,100 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    488
    MILLION
  • Total Number of Accounts
    2,100
    ACCOUNTS
  • Average Account Value
    $232,613
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, KY, MD, OK, PA, TX, VA

Financial Advisors at Scissortail Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rick M. Hadrava
CRD#: 2405743
6303 Waterford Boulevard, Suite 125, Oklahoma City, OK 73118

Rick Hadrava (CRD# 2405743) is an Investment Advisor Representative working at Scissortail Wealth Management, LLC in Oklahoma City, OK and has over 29 years of experience in the finance industry.

2
Richard L. Howard
CRD#: 4006791
1203 East 33rd Street, Suite 100, Tulsa, OK 74105

Richard Howard (CRD# 4006791) is an Investment Advisor Representative working at Scissortail Wealth Management, LLC in Tulsa, OK and has over 24 years of experience in the finance industry.

3
Todd C. Welsh
CRD#: 3214419
1203 East 33rd Street, Suite 100, Tulsa, OK 74105

Todd Welsh (CRD# 3214419) is an Investment Advisor Representative working at Scissortail Wealth Management, LLC in Tulsa, OK and has over 24 years of experience in the finance industry.

4
Kevin Criss
CRD#: 7363938
1203 East 33rd Street, Suite 100, Tulsa, OK 74105

Kevin Criss (CRD# 7363938) is an Investment Advisor Representative working at Scissortail Wealth Management, LLC in Tulsa, OK and has over 3 years of experience in the finance industry.

5
Brian Talkington
CRD#: 7543168
1203 East 33rd Street, Suite 100, Tulsa, OK 74105

Brian Talkington (CRD# 7543168) is an Investment Advisor Representative working at Scissortail Wealth Management, LLC in Tulsa, OK and has over 2 years of experience in the finance industry.

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