Kevin
Criss
Scissortail Wealth Management, LLC
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About this Advisor
Kevin Criss is a financial advisor operating out of Tulsa, Oklahoma. Criss is an employee of Scissortail Wealth Management, LLC. Throughout their career, they have worked at R J Reynolds/Reynolds American and Scissortail Wealth Management. Criss holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Oklahoma. Scissortail Wealth Management, LLC is a financial advisory business based out of Tulsa, OK. The investment advisory business has a total of 10 people on staff. It oversees $409 million in assets under management among its 1,862 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises one charitable organizations. Of its 1,862 customer accounts, 25% are held by high-net-worth individuals who have at least $1 million in investable assets. Scissortail Wealth Management, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually are based on the type of financial services. However, fees billed by Scissortail Wealth Management, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scissortail Wealth Management, LLC Brokerage Details
$408,705,194
10
1,862
$219,498
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kevin Criss Work History
Kevin has been registered as a financial advisor for 0 years.*
Scissortail Wealth Management
R J Reynolds/Reynolds American
*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 Kevin Criss 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 Scissortail Wealth Management, LLC
Tulsa, OK
Tulsa, OK
Tulsa, OK
Oklahoma City, OK
Tulsa, OK
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