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Charles Todd Wisdom

DISCIPLINED INVESTMENTS, LLC·TULSA, Oklahoma
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2222 S. UTICA PLACE SUITE 200, TULSA, OK 74114-7000CRD# 5747365Firm CRD# 129696
01

About

Charles Todd Wisdom is a registered financial advisor based in TULSA, Oklahoma, affiliated with DISCIPLINED INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DISCIPLINED INVESTMENTS, LLC
HOGANTAYLOR WEALTH
AUM
$434M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at DISCIPLINED INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5747365
Firm CRD# 129696
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Todd Wisdom offer?
Charles Todd Wisdom specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Charles Todd Wisdom's credentials?
Charles Todd Wisdom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Todd Wisdom located?
Charles Todd Wisdom is based in TULSA, Oklahoma, working with DISCIPLINED INVESTMENTS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Charles Todd Wisdom charge for services?
Charles Todd Wisdom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DISCIPLINED INVESTMENTS, LLC?
DISCIPLINED INVESTMENTS, LLC has approximately 10 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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