Soard Financial Management, LLC

Soard Financial Management, LLC (CRD# 156392) is a financial advisory firm headquartered in Edmond, OK. They manage $24,097,000 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.


Financial Advisors at Soard Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Donald W. Soard
CRD#: 5885047
Edmond, OK 73013

Donald Soard (CRD# 5885047) is an Investment Advisor Representative working at Soard Financial Management, LLC in Edmond, OK and has over 9 years of experience in the finance industry.

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