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Daniel Don Beutel

COWA, LLC·TULSA, Oklahoma
Series 65Clean record7 years registeredCOWA, LLC
8801 SOUTH YALE AVENUE, TULSA, OK 74137CRD# 6949326Firm CRD# 297180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Don Beutel · TULSA, OK
Registration
CRD #6949326 · COWA, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

COUNCIL OAK WEALTH ADVISORS
Jun 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 26, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COWA, LLC
CRD 297180 · SEC 801-113403
AUM
$391M
Regulatory assets under management
Employees
8
886 client accounts
Services offered by COWA, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COWA, LLC →
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05

Frequently Asked Questions

What services does Daniel Don Beutel offer?
Daniel Don Beutel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Daniel Don Beutel's credentials?
Daniel Don Beutel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Don Beutel located?
Daniel Don Beutel is based in TULSA, Oklahoma, working with COWA, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Daniel Don Beutel charge for services?
Daniel Don Beutel'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 COWA, LLC?
COWA, LLC has approximately 8 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
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OKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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