Ward Wealth Management Services, Inc.

Ward Wealth Management Services, Inc. (CRD# 117810) is a financial advisory firm headquartered in Stillwater, OK. They manage $35,600,000 in 258 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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 Ward Wealth Management Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
James C. Ward
CRD#: 2736274
110 W Hall Of Fame Ave, Po Box 1178, Stillwater, OK 74076

James Ward (CRD# 2736274) is an Investment Advisor Representative working at Ward Wealth Management Services, Inc. in Stillwater, OK and has over 21 years of experience in the finance industry.

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