AdvisorOS Directory
Claim Profile
SH

Stephen Ron Hartman

COVENANT FINANCIAL SERVICES, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
210 PARK AVENUE, OKLAHOMA CITY, OK 73102CRD# 5332801Firm CRD# 118321
01

About

Stephen Ron Hartman is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with COVENANT FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CFS, LLC
CARTOGRAPHER
AUM
$81M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CFS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5332801
Firm CRD# 118321
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 Stephen Ron Hartman offer?
Stephen Ron Hartman specializes in Retirement Planning. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Stephen Ron Hartman's credentials?
Stephen Ron Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Ron Hartman located?
Stephen Ron Hartman is based in OKLAHOMA CITY, Oklahoma, working with COVENANT FINANCIAL SERVICES, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Stephen Ron Hartman charge for services?
Stephen Ron Hartman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVENANT FINANCIAL SERVICES, LLC?
COVENANT FINANCIAL SERVICES, LLC has approximately 4 employees and manages $81M 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