Rick
Hadrava

Scissortail Wealth Management, LLC

CRD#2405743
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Rick Hadrava is a financial advisor based in Oklahoma City, Oklahoma, working with Scissortail Wealth Management, LLC. Rick has previously held positions at Raymond James & Associates and Epic Wealth Management, LLC. Rick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Rick is part of Scissortail Wealth Management, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 1 office and 10 employees. The firm manages assets totaling $488.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Scissortail Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6303 Waterford Boulevard Suite 125
Oklahoma City, OK 73118

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Scissortail Wealth Management, LLC Brokerage Details

Total Assets Under Management

$488,486,732

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

10

OK Average: 15
Total Number of Accounts

2,100

OK Average: 642
Average Account Size

$232,613

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

Rick Hadrava Work History

2018 - Present (7 years)

Epic Wealth Management, LLC

2008 - Present (17 years)

Raymond James & Associates

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rick Hadrava 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

Scott Allen
Tulsa, OK
Brian Talkington
Tulsa, OK
Todd Welsh
Tulsa, OK
Richard Howard
Tulsa, OK
Rick Hadrava
Oklahoma City, OK
Kevin Criss
Tulsa, 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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