Steven
Replogle
Investrust Consulting, LLC
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About this Advisor
Steven Replogle is a chartered financial analyst who works out of Oklahoma City, Oklahoma with 3 years of relevant experience. Replogle is currently employed by Investrust Consulting, LLC. During their career, the advisor has held roles at Bosc, Inc, Bank Of Oklahoma, Mariner Wealth Advisors and Investrust Consulting, LLC. Replogle maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Oklahoma and Texas. Investrust Consulting, LLC is a financial advisory company that has its headquarters in Oklahoma City, OK. It manages $523 million in assets under management among its 11 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Investrust Consulting, LLC provides a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors typically depend on which service is offered. Fee types charged by Investrust Consulting, LLC most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investrust Consulting, LLC Brokerage Details
$522,558,270
10
11
$47,505,297
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
Steven has been registered as a financial advisor for 3 years.*
Investrust Consulting, LLC
Mariner Wealth Advisors
Bosc, Inc
Bank Of Oklahoma
*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 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 4/16/2023. 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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