Steven
Replogle
Investrust Consulting, LLC
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About this Advisor
Steven Replogle is a financial advisor based in Oklahoma City, Oklahoma, working with Investrust Consulting, LLC. Steven has previously held positions at Bank Of Oklahoma, Bosc, Inc, Mariner Wealth Advisors, and Investrust Consulting, LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Steven is part of Investrust Consulting, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 9 employees and manages assets totaling $562.7 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Investrust Consulting, LLC includes asset-based, hourly, fixed, and other fees.
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Investrust Consulting, LLC Brokerage Details
$562,737,100
9
11
$51,157,918
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Steven Replogle Work History
Investrust Consulting, LLC
Mariner Wealth Advisors
Bosc, Inc
Bank Of Oklahoma
Disclosures
Please visit the SEC profile of Steven Replogle 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 Investrust Consulting, LLC
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, 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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