Denise
Lant
Drawbridge Capital
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About this Advisor
Denise Lant is a certified financial planner working out of Tulsa, Oklahoma with 7 years of relevant experience. Lant currently works for Drawbridge Capital. Over the course of their career, Lant has held roles at Drawbridge Capital (Formerly: Regent Financial Services, Inc) and Lpl Financial LLC. Lant has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Colorado, Oklahoma and Texas. Drawbridge Capital is a financial advisory company headquartered in Tulsa, OK. It has offices in four locations and a total of 11 people on staff. It manages $145 million in assets across its 871 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 871 accounts, 29% belong to high-net-worth individuals who have at least $1 million in assets. Drawbridge Capital has a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management are based on which services are provided. However, fee types charged by Drawbridge Capital most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Drawbridge Capital Brokerage Details
$145,033,568
11
871
$166,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Denise Lant Work History
Denise has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Drawbridge Capital (Formerly: Regent Financial Services, 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 Denise Lant 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 Drawbridge Capital
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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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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.
