Soard Financial Management, LLC

Soard Financial Management, LLC (CRD# 156392) is a financial advisory firm headquartered in Edmond, OK. They manage $41,000,000 in 366 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $112,022
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Soard Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donald W. Soard
CRD#: 5885047
1967 W. 33rd Street, Suite 110, Edmond, OK 73013

Donald Soard (CRD# 5885047) is an Investment Advisor Representative working at Soard Financial Management, LLC in Edmond, OK and has over 13 years of experience in the finance industry.

2
Ryan A. Boydston
CRD#: 7237653
1967 W. 33rd Street, Suite 110, Edmond, OK 73013

Ryan Boydston (CRD# 7237653) is an Investment Advisor Representative working at Soard Financial Management, LLC in Edmond, OK and has over 4 years of experience in the finance industry.

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