William
Riedel

Drawbridge Capital

CRD#4305001
Investment Advisor
in Tulsa, OK

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About this Advisor

William Riedel is a financial advisor based in Tulsa, Oklahoma, working with Drawbridge Capital. William has previously held positions at Target Corporation, Lpl Financial, LLC, Ttcu Federal Credit Union, Stay At Home Parent, and Drawbridge Capital, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, William is part of Drawbridge Capital, which operates out of Tulsa, Oklahoma. The firm has 4 offices and 13 employees. The firm manages assets totaling $162.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Drawbridge Capital includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7134 S.Yale Ave Ste 700
Tulsa, OK 74136

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Drawbridge Capital Brokerage Details

Total Assets Under Management

$162,316,473

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

13

OK Average: 15
Total Number of Accounts

907

OK Average: 642
Average Account Size

$178,960

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

William Riedel Work History

2020 - Present (4 years)

Lpl Financial, LLC

2020 - Present (4 years)

Ttcu Federal Credit Union

2020 - Present (4 years)

Drawbridge Capital, LLC

2019 - 2019 (< 1 year)

Target Corporation

2019 - 2020 (1 year)

Stay At Home Parent

2004 - 2019 (15 years)

Stay At Home Parent

Disclosures

Please visit the SEC profile of William Riedel 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 Drawbridge Capital

Cullen Parker
Tulsa, OK
Scott Dittmer
Tulsa, OK
Monty Dossman
Tulsa, OK
Jason Duck
Tulsa, OK
Tierney Gorham
Tulsa, OK
William Riedel
Tulsa, OK
Gary Stanislawski
Tulsa, OK
Denise Lant
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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