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Jo Ann Dickey

INVESTRUST CONSULTING, LLC·OKLAHOMA CITY, Oklahoma
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5100 N CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 7353400Firm CRD# 108037
01

About

Jo Ann Dickey is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with INVESTRUST CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
INVESTRUST CONSULTING, LLC
INVESTRUST CONSULTING, LLC
AUM
$563M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INVESTRUST CONSULTING, LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING
Regulatory
SEC/IARD CRD# 7353400
Firm CRD# 108037
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jo Ann Dickey offer?
Jo Ann Dickey specializes in Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Jo Ann Dickey's credentials?
Jo Ann Dickey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jo Ann Dickey located?
Jo Ann Dickey is based in OKLAHOMA CITY, Oklahoma, working with INVESTRUST CONSULTING, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Jo Ann Dickey charge for services?
Jo Ann Dickey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement-consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTRUST CONSULTING, LLC?
INVESTRUST CONSULTING, LLC has approximately 9 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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