CFS, LLC

CARTOGRAPHER
OKLAHOMA CITY, Oklahoma·5 registered advisors·CRD# 118321
SEC# 801-67969405-848-6999
01

Firm Overview

AUM
$81M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CFS, LLC

5 registered advisors
Jonathan Nicholas Kuhlman
OKLAHOMA CITY, Oklahoma
Raquel Renfro Lopez
OKLAHOMA CITY, Oklahoma
Scott R Duncan
OKLAHOMA CITY, Oklahoma
Stephen Edward Shafer
OKLAHOMA CITY, Oklahoma
Stephen Ron Hartman
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
5 advisors

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Data sourced from SEC Form ADV filings. CFS, LLC (CRD# 118321) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.