AdvisorOS Directory
Claim Profile
DA

David John Abeln

CE INVESTMENT MANAGEMENT, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
5100 N. CLASSEN BLVD., OKLAHOMA CITY, OK 73118CRD# 2744756Firm CRD# 299786
01

About

David John Abeln is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with CE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CE INVESTMENT MANAGEMENT, LLC
CE INVESTMENT MANAGEMENT, LLC
AUM
$6.3B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CE INVESTMENT MANAGEMENT, LLC →
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2744756
Firm CRD# 299786
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David John Abeln offer?
David John Abeln specializes in Wealth Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are David John Abeln's credentials?
David John Abeln is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Abeln located?
David John Abeln is based in OKLAHOMA CITY, Oklahoma, working with CE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does David John Abeln charge for services?
David John Abeln's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CE INVESTMENT MANAGEMENT, LLC?
CE INVESTMENT MANAGEMENT, LLC has approximately 17 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile