Scissortail Wealth Management Company Profile, Contacts & Intelligence

Financial ServicesTulsa, Oklahoma, United States10 employees
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
10
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts

Scissortail Wealth Management Overview

At Scissortail Wealth Management, founded by partners Rich Howard and Todd Welsh, we believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions for families and businesses in Tulsa and across the United States. Whether managing your personal wealth or elevating your business to the next level, our team focuses on driving your success. Scissortail Wealth Management is a Registered Independent Advisor (RIA) based in Tulsa, Oklahoma. 1203 E 33rd St STE 100, Tulsa, OK 74105 (918) 956-0500 www.scissortailwealth.com Scissortail Wealth Management, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The information presented in the material is general in nature and is not designed to address your investment objectives, financial situation, or particular needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances.

Headquarters
Tulsa, Oklahoma, United States
Website
www.scissortailwealth.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Financial Planning Education Planning Estate Charitable Giving and Trust Investment Strategies Portfolio Management Retirement Planning

Scissortail Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.

Scissortail Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

B
Brian Talkington
Scissortail Wealth Management, Llc
EP
S
Summer Caudle
Director of Operations at Scissortail
E
S
Scott Allen, Mba, Clu
Wealth Management Advisor
L
Lisa Allem
Client Services Associate

Scissortail Wealth Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
2
Director
1
Associate / junior
1

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