Adam
Bahner

Royal Alliance Associates, Inc

CRD#5806158
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Adam Bahner is a certified financial planner operating out of Oklahoma City, Oklahoma, with a total of 12 years of professional experience. Bahner is an advisor for Royal Alliance Associates, Inc. Over the course of their career, Bahner has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Massmutual Life Insurance Company, Mml Investors Services LLC, Keating & Associates and Royal Alliance. Bahner holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Oklahoma. Royal Alliance Associates, Inc is an advisory company operating in Oklahoma City, Oklahoma. The firm has offices in 905 locations and a total of 3,849 employees. It controls $28 billion in assets under management across its 112,286 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 134 charities and foundations. Of its 112,286 customer accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on which service is provided. Fees billed by Royal Alliance Associates, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

8801 Commerce Park Drive
Oklahoma City, OK 73132

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

OK Average: $10,121,009,343
Total Number of Employees

3,849

OK Average: 92
Total Number of Accounts

112,286

OK Average: 6,978
Average Account Size

$251,584

OK Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Adam Bahner Work History

Adam has 12 years of experience.

2016 - Present (6 years)

Royal Alliance

2014 - 2016 (2 years)

Mml Investors Services LLC

2013 - 2016 (3 years)

Massmutual Life Insurance Company

2010 - 2013 (3 years)

Raymond James Financial Services

2010 - 2013 (3 years)

Raymond James Financial Services Advisors, Inc

2010 - 2013 (3 years)

Keating & Associates

Disclosures

Adam Bahner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Kevin Bateman
Missoula, MT
Judith Harlan
San Diego, CA
Maja Stojanovic
Wakefield, MA
Lori Glennon
Utica, NY
Trisha Qualy
St Louis Park, MN
Herbert Scheffler
Stevensville, MI
Sebastian Kanczugowski
Bellevue, WA
Tracy Crimmins
Fort Dodge, IA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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