Sageoak Financial, LLC
Sageoak Financial, LLC (CRD# 166927) is a financial advisory firm headquartered in Tulsa, OK. They manage $129,146,139 in 621 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management129MILLION
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Total Number of Accounts621ACCOUNTS
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Average Account Value$207,965
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
GA, LA, OK, TX
Tyler Gray (CRD# 6163683) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 10 years of experience in the finance industry. Tyler Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Steven Ellis (CRD# 1574466) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 29 years of experience in the finance industry.
Stan Rickner (CRD# 2327753) is an Investment Advisor Representative working at Sageoak Financial, LLC in Tulsa, OK and has over 30 years of experience in the finance industry.