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Kristin Lynn Walters

CAVANAL HILL INVESTMENT MANAGEMENT, INC.·TULSA, Oklahoma
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
ONE WILLIAMS CENTER, TULSA, OK 74172-0172CRD# 5222462Firm CRD# 110774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristin Lynn Walters · TULSA, OK
Registration
CRD #5222462 · CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kristin Lynn Walters is a registered financial advisor based in TULSA, Oklahoma, affiliated with CAVANAL HILL INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
AUM
$11.6B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at CAVANAL HILL INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5222462
Firm CRD# 110774
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristin Lynn Walters offer?
Kristin Lynn Walters specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
What are Kristin Lynn Walters's credentials?
Kristin Lynn Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Lynn Walters located?
Kristin Lynn Walters is based in TULSA, Oklahoma, working with CAVANAL HILL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Kristin Lynn Walters charge for services?
Kristin Lynn Walters'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 CAVANAL HILL INVESTMENT MANAGEMENT, INC.?
CAVANAL HILL INVESTMENT MANAGEMENT, INC. has approximately 50 employees and manages $11.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAVANAL HILL INVESTMENT MANAGEMENT, INC.

James Lee Huntzinger
TULSA, OK
Matthew C Stephani
TULSA, OK
Cheryl Lynne Donovan
TULSA, OK
James Brian Henderson
TULSA, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
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City Guides
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Research
Advisor Fees in OklahomaNational Fee Analysis
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