Oath Planning, LLC

Oath Planning, LLC (CRD# 299187) is a financial advisory firm headquartered in Tulsa, OK. They manage $123,496,945 in 620 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1214 East 33rd Street, Tulsa, OK 74105
http://www.facebook.com/oathplanning/
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $199,189
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CO, OK, TN, TX

Financial Advisors at Oath Planning, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian Kelley, financial advisor Tulsa OK
Brian R. Kelley
CRD#: 7034450
1214 East 33rd Street, Tulsa, OK 74105

Brian Kelley (CRD# 7034450) is an Investment Advisor Representative working at Oath Planning, LLC in Tulsa, OK and has over 5 years of experience in the finance industry.

2
Rodney Yancy, financial advisor Tulsa OK
Rodney T. Yancy
CRD#: 7030454
1214 East 33rd Street, Tulsa, OK 74105

Rodney Yancy (CRD# 7030454) is an Investment Advisor Representative working at Oath Planning, LLC in Tulsa, OK and has over 5 years of experience in the finance industry.

3
Jacob Kerksieck, financial advisor Tulsa OK
Jacob J. Kerksieck
CRD#: 7188286
1214 East 33rd Street, Tulsa, OK 74105

Jacob Kerksieck (CRD# 7188286) is an Investment Advisor Representative working at Oath Planning, LLC in Tulsa, OK and has over 4 years of experience in the finance industry.

4
Rachel Reinke, financial advisor Round Rock TX
Rachel M. Reinke
CRD#: 7476007
1 Chisholm Trail Road, Suite 450, Round Rock, TX 78681

Rachel Reinke (CRD# 7476007) is an Investment Advisor Representative working at Oath Planning, LLC in Round Rock, TX and has over 2 years of experience in the finance industry.

5
Alec Spring, financial advisor Tulsa OK
Alec C. Spring
CRD#: 7232710
1214 East 33rd Street, Tulsa, OK 74105

Alec Spring (CRD# 7232710) is an Investment Advisor Representative working at Oath Planning, LLC in Tulsa, OK and has over 3 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals