Scissortail Wealth Management
Company

Scissortail Wealth Management

Financial Services Tulsa, Oklahoma, United States 10 employees
Employees
10
Contacts
2
Emails
2
Phones
1

Scissortail Wealth Management Overview

Headquarters
Tulsa, Oklahoma, United States
Industry
Financial Services
Employees
10
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Scissortail Wealth Management

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.

Scissortail Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Scissortail Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Brian Talkington Scissortail Wealth Management, Llc
Email Phone
Summer Caudle Director of Operations at Scissortail
Email
Scott Allen, Mba, Clu Wealth Management Advisor
View
Lisa Allem Client Services Associate
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Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Associate / junior 1 profile

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