Stolper Asset Management

Stolper Asset Management (CRD# 132962) is a financial advisory firm headquartered in Tulsa, OK. They manage $129,476,168 in 237 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $546,313
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

LA, OK, TX

Financial Advisors at Stolper Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Jon D. Stolper
CRD#: 1273542
1924 S Utica Ste 805, Tulsa, OK 74104
93
Wealthminder
score

Jon Stolper (CRD# 1273542) is an Investment Advisor Representative working at Stolper Asset Management in Tulsa, OK and has over 32 years of experience in the finance industry.

2
Susan M. McDonald
CRD#: 5765402
1924 S Utica Ave Ste 805, Tulsa, OK 74104
90
Wealthminder
score

Susan McDonald (CRD# 5765402) is an Investment Advisor Representative working at Stolper Asset Management in Tulsa, OK and has 1 year of experience in the finance industry.

3
Zachary S. Keeling
CRD#: 6431297
1924 S Utica Ave Ste 805, Tulsa, OK 74104
87
Wealthminder
score

Zachary Keeling (CRD# 6431297) is an Investment Advisor Representative working at Stolper Asset Management in Tulsa, OK and has 1 year of experience in the finance industry.

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