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Katherine Tracey Michaels-Johnson

XXEC INC·TULSA, Oklahoma
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1924 SOUTH UTICA AVENUE, TULSA, OK 74104CRD# 5762953Firm CRD# 108886
01

About

Katherine Tracey Michaels-Johnson is a registered financial advisor based in TULSA, Oklahoma, affiliated with XXEC INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
XXEC INC
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
AUM
$158M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at XXEC INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5762953
Firm CRD# 108886
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Tracey Michaels-Johnson offer?
Katherine Tracey Michaels-Johnson specializes in Investment Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
What are Katherine Tracey Michaels-Johnson's credentials?
Katherine Tracey Michaels-Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Tracey Michaels-Johnson located?
Katherine Tracey Michaels-Johnson is based in TULSA, Oklahoma, working with XXEC INC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Katherine Tracey Michaels-Johnson charge for services?
Katherine Tracey Michaels-Johnson'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 XXEC INC?
XXEC INC has approximately 5 employees and manages $158M 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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