Scott
Allen
Scissortail Wealth Management, LLC
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About this Advisor
Scott Allen is a financial advisor based in Tulsa, Oklahoma, working with Scissortail Wealth Management, LLC. Scott has previously held positions at UBS, UMB Bank, Work Force Tulsa, Venture Properties, Scissortail Wealth Management, and Level Four Financial, LLC. Scott has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Scott is part of Scissortail Wealth Management, LLC, which operates out of Tulsa, Oklahoma. The firm has one office and ten 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
Services Offered
Fee Structure
Office Location
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Scissortail Wealth Management, LLC Brokerage Details
$488,486,732
10
2,100
$232,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Scott Allen Work History
Scissortail Wealth Management
Level Four Financial, LLC
Ubs
Umb Bank
Work Force Tulsa
Venture Properties
Disclosures
Please visit the SEC profile of Scott Allen 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
Tulsa, OK
Oklahoma City, OK
Tulsa, OK
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