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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Kerry Cox | Financial Advisor at Redstone Wealth | Edmond, Oklahoma, United States |
Email
Phone
|
| Lee Cantrell | President at Redstone Wealth Management | Oklahoma City, Oklahoma, United States |
Email
Phone
|
| Brent Terrell | Operations Manager | Oklahoma City, Oklahoma, United States |
Email
|
| Dale Powell | Senior Operations Analyst at Redstone | Oklahoma City, Oklahoma, United States |
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 | Phone | |
|---|---|---|---|
| Operations | 2 | 2 | 1 |
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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