Wealth Management Solutions
Wealth Management Solutions (CRD# 296875) is a financial advisory firm headquartered in , . They manage $89,761,142 in 141 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management90MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$636,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, OK, TX
Joanna McCall (CRD# 3126628) is an Investment Advisor Representative working at Wealth Management Solutions in Oklahoma City, OK and has over 26 years of experience in the finance industry.
David Shoesmith (CRD# 2653959) is an Investment Advisor Representative working at Wealth Management Solutions in Claremore, OK and has over 28 years of experience in the finance industry.
Stephen Stipe (CRD# 2229770) is an Investment Advisor Representative working at Wealth Management Solutions in Claremore, OK and has over 32 years of experience in the finance industry.