Redstone Wealth Management

Redstone Wealth Management

Financial Services Oklahoma City, Oklahoma, United States 14 employees
Employees
14
Contacts
4
Emails
4
Phones
3

Redstone Wealth Management Overview

Headquarters
Oklahoma City, Oklahoma, United States
Website
redstonewm.com
Industry
Financial Services
Employees
14
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Redstone Wealth Management

Redstone Wealth Management focuses on you and the unique set of financial circumstances you and your family faces. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long term objectives. By building a lasting personal relationship with you, we are able to help you anticipate and plan for the future. Planning for your financial future is one of the most important things you will ever do, so having access to resources and unbiased advice from a trusted partner can be invaluable. As an Independent firm, Redstone Wealth Management has the flexibility to offer access to a wider range of services, which means you receive unbiased financial guidance and an assurance that your best interests always come first. Redstone Wealth Management, LLC (“Redstone Wealth Management”) is a registered investment adviser offering advisory services in the State of Oklahoma and in other jurisdictions where exempted. Advisory Services offered through Redstone Wealth Management, LLC, a Registered Investment Advisor. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Redstone Wealth Management, LLC, is a separate and independent entity from Peak Brokerage Services, LLC.

Redstone Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Redstone Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Kerry Cox Financial Advisor at Redstone Wealth
Email Phone
Lee Cantrell President at Redstone Wealth Management
Email Phone
Brent Terrell Operations Manager
Email
Dale Powell Senior Operations Analyst at Redstone
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Manager 3 profiles
Executive 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Operations 2 2 1
Executive 1 1 1
General 1 1 0

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