Nathan
Lovelle

Council Oak Wealth Advisors

CRD#3153234
Investment Advisor
in Tulsa, OK

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About this Advisor

Nathan Lovelle is a financial advisor based in Tulsa, Oklahoma, working with Council Oak Wealth Advisors. Nathan has previously held positions at Cowa, LLC D/B/A Council Oak Wealth Advisors and UBS Financial Services Inc. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Nathan is part of Council Oak Wealth Advisors, which operates out of Tulsa, Oklahoma. The firm has 1 office and 8 employees. The firm manages assets totaling $391.0 million 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, and other services. The fee structure at Council Oak Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8801 S. Yale Avenue Suite 420
Tulsa, OK 74137

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Council Oak Wealth Advisors Brokerage Details

Total Assets Under Management

$391,018,952

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

8

OK Average: 15
Total Number of Accounts

886

OK Average: 642
Average Account Size

$441,331

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
  • Other

Nathan Lovelle Work History

2018 - Present (6 years)

Cowa, LLC D/B/A Council Oak Wealth Advisors

2009 - 2018 (9 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Nathan Lovelle 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 Council Oak Wealth Advisors

Daniel Beutel
Tulsa, OK
Angel Flores
Tulsa, OK
James Diacon
Tulsa, OK
Nathan Lovelle
Tulsa, OK

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