Brenda
Bolander

Retirement Investment Advisors Inc

CRD#6146869
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Brenda Bolander is a financial advisor based in Oklahoma City, Oklahoma, working with Retirement Investment Advisors Inc. Brenda has previously held a position at Retirement Investment Advisors, Inc. Brenda has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Brenda is part of Retirement Investment Advisors Inc, which operates out of Oklahoma City, Oklahoma. The firm has 1 office and 20 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Retirement Investment Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2925 United Founders Blvd
Oklahoma City, OK 73112

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Retirement Investment Advisors Inc Brokerage Details

Total Assets Under Management

$1,109,660,853

OK Average: $681,523,814
Total Number of Employees

20

OK Average: 15
Total Number of Accounts

1,335

OK Average: 642
Average Account Size

$831,207

OK Average: $1,061,564

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brenda Bolander Work History

2012 - Present (12 years)

Retirement Investment Advisors, Inc

Disclosures

Please visit the SEC profile of Brenda Bolander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Retirement Investment Advisors Inc

Alexxander Peralta
Oklahoma City, OK
Brenda Bolander
Oklahoma City, OK
Andrew Flinton
Oklahoma City, OK
Sylvia Sterling
Oklahoma City, OK
Carol Alexander
Oklahoma City, OK
Chad Rudy
Oklahoma City, OK
Randy Thurman
Oklahoma City, OK
Joseph Bowie
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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