Debra
Konieczny
Capital Advisors, Inc
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About this Advisor
Debra Konieczny is a financial advisor operating out of Tulsa, Oklahoma with 12 years of industry experience. Konieczny is an advisor for Capital Advisors, Inc. During their career, the advisor has held roles at Capital Advisors, Inc, Minshall & Company, Inc and Quasar Distributors, LLC. Konieczny maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Oklahoma and Texas. Capital Advisors, Inc is a registered investment firm operating out of Tulsa, OK. The firm has offices in 10 locations and a total of 59 employees. It oversees $4 billion in assets under management between its 2,625 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 2,625 customer accounts, 43% belong to high-net-worth clients who have more than $1 million in assets available to invest. Capital Advisors, Inc performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on which service is offered. However, fee types charged by Capital Advisors, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$4,258,161,897
59
2,625
$1,622,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Debra Konieczny Work History
Debra has been registered as a financial advisor for 12 years.*
Capital Advisors, Inc
Quasar Distributors, LLC
Minshall & Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Debra Konieczny 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 Capital Advisors, Inc
Tulsa, OK
Tulsa, OK
Frisco, TX
Frisco, TX
Frisco, TX
Houston, TX
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. 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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