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DISCIPLINED INVESTMENTS, LLC
DISCIPLINED INVESTMENTS, LLC
HOGANTAYLOR WEALTH
TULSA, Oklahoma
·
17 registered advisors
·
CRD# 129696
SEC# 801-71011
2
918.388.2690
01
Firm Overview
AUM
$434M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
17
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DISCIPLINED INVESTMENTS, LLC
17 registered advisors
Adam James Leavitt
TULSA, Oklahoma
CRD# 4723014
Calvin Lynwood Rowland
TULSA, Oklahoma
CRD# 7528674
Charles Todd Wisdom
TULSA, Oklahoma
CRD# 5747365
Gary Don Cooper
TULSA, Oklahoma
CRD# 5512744
Jack Dee Murray
TULSA, Oklahoma
CRD# 6027545
James Aaron Keehn
TULSA, Oklahoma
CRD# 7528688
James Patrick Milligan
TULSA, Oklahoma
CRD# 2658595
James R. Taylor
TULSA, Oklahoma
CRD# 4502393
Jon Anthony Otto
TULSA, Oklahoma
CRD# 4727909
Lou Ann Gibson
TULSA, Oklahoma
CRD# 4487640
Mathew Reed Bacon
TULSA, Oklahoma
CRD# 2905491
Melissa J Young
TULSA, Oklahoma
CRD# 3242591
Randell Brian Nail
TULSA, Oklahoma
CRD# 6027549
Richard Alan Wright
TULSA, Oklahoma
CRD# 4487680
Robert Baxter Wagner
TULSA, Oklahoma
CRD# 6458810
Robert C Vaught
TULSA, Oklahoma
CRD# 3195335
Thomas A. Smith
TULSA, Oklahoma
CRD# 6161817
05
Office Locations
TULSA, Oklahoma
17 advisors
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Data sourced from SEC Form ADV filings. DISCIPLINED INVESTMENTS, LLC (CRD# 129696) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.