Todd
Welsh

Scissortail Wealth Management, LLC

CRD#3214419
Investment Advisor
in Tulsa, OK

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About this Advisor

Todd Welsh is a certified financial planner who works out of Tulsa, Oklahoma. Welsh is an advisor for Scissortail Wealth Management, LLC. Their career trajectory has included roles at Ubs Financial Services Inc, Scissortail Wealth Management, LLC and Level Four Financial, LLC. Welsh maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma. Scissortail Wealth Management, LLC is a business operating out of Tulsa, OK. It has a total of 10 employees. It has $409 million in total assets among its 1,862 client accounts, placing it among the larger firms in the nation by assets under management. The firm advises one charitable organizations. Of its 1,862 client accounts, 25% belong to high-net-worth clients who have more than $1 million in assets. Scissortail Wealth Management, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services are based on which services are offered. Fee types billed by Scissortail Wealth Management, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

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

1203 East 33Rd Street Suite 100
Tulsa, OK 74105

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Scissortail Wealth Management, LLC Brokerage Details

Total Assets Under Management

$408,705,194

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

10

OK Average: 15
Total Number of Accounts

1,862

OK Average: 642
Average Account Size

$219,498

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

Todd Welsh Work History

Todd has been registered as a financial advisor for 0 years.*

2018 - Present (6 years)

Scissortail Wealth Management, LLC

2018 - Present (6 years)

Level Four Financial, LLC

2009 - 2018 (9 years)

Ubs Financial Services Inc

*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 Todd Welsh 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

Brian Talkington
Tulsa, OK
Richard Howard
Tulsa, OK
Todd Welsh
Tulsa, OK
Rick Hadrava
Oklahoma City, OK
Kevin Criss
Tulsa, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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