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).

Current Firm Details
http://www.wealthmgtsolutions.net/
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $636,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, OK, TX

Financial Advisors at Wealth Management Solutions
Showing 1 - 3 of 3 top financial advisors.
1
Joanna McCall, financial advisor Oklahoma City OK
Joanna S. McCall
CRD#: 3126628
5830 Nw Expressway #306 (mailing Address), Oklahoma City, OK 73132

Joanna McCall (CRD# 3126628) is an Investment Advisor Representative working at Wealth Management Solutions in Oklahoma City, OK and has over 25 years of experience in the finance industry.

2
David Shoesmith, financial advisor Claremore OK
David E. Shoesmith
CRD#: 2653959
Claremore, OK

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.

3
Stephen Stipe, financial advisor Claremore OK
Stephen R. Stipe
CRD#: 2229770
Claremore, OK

Stephen Stipe (CRD# 2229770) is an Investment Advisor Representative working at Wealth Management Solutions in Claremore, OK and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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