Unclaimed Profile

Stan Ray Rickner

SAGEOAK FINANCIAL, LLC·TULSA, Oklahoma

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 6521 years registeredSAGEOAK FINANCIAL, LLC

6964 S. 69TH EAST AVE., TULSA, OK 74133-1738CRD# 2327753Firm CRD# 166927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stan Ray Rickner · TULSA, OK

Registration

CRD #2327753 · SAGEOAK FINANCIAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAGEOAK FINANCIAL, LLC

SAGEOAK FINANCIAL, LLC

Oct 2021 – Mar 2026

TULSA, OK

LEXAURUM ADVISORS

Jun 2017 – Oct 2021

Tulsa, OK

VSR ADVISORY SERVICES

Sep 2016 – Nov 2016

TULSA, OK

SUMMIT FINANCIAL GROUP INC

Sep 2016 – Jul 2017

TULSA, OK

VSR ADVISORY SERVICES

Aug 2010 – Sep 2016

TULSA, OK

NEXT FINANCIAL GROUP, INC.

Dec 2006 – Sep 2010

TULSA, OK

RAYMOND JAMES FINANCIAL SERVICES

Aug 2005 – Dec 2006

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · August 9, 2005

Years registered · 21

Disclosure History

2021Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SAGEOAK FINANCIAL, LLC

CRD 166927 · SEC 801-122855

AUM

$129M

Regulatory assets under management

Employees

621 client accounts

Services offered by SAGEOAK FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAGEOAK FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Stan Ray Rickner offer?

Stan Ray Rickner specializes in Financial Planning, Investment Management.

What are Stan Ray Rickner's credentials?

Stan Ray Rickner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stan Ray Rickner located?

Stan Ray Rickner is based in TULSA, Oklahoma, last registered with SAGEOAK FINANCIAL, LLC.

How does Stan Ray Rickner charge for services?

Stan Ray Rickner's firm is compensated through percentage of aum, subscription fees, other: percentage of client net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGEOAK FINANCIAL, LLC?

SAGEOAK FINANCIAL, LLC has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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