SAGEOAK FINANCIAL, LLC

TULSA, Oklahoma·3 registered advisors·CRD# 166927
SEC# 801-1228551(918) 627-3700
01

Firm Overview

AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT NET WORTH
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGEOAK FINANCIAL, LLC

3 registered advisors
Stan Ray Rickner
TULSA, Oklahoma
Steven Wayne Ellis
TULSA, Oklahoma
CFP
Tyler Allen Gray
TULSA, Oklahoma
05

Office Locations

TULSA, Oklahoma
3 advisors

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Data sourced from SEC Form ADV filings. SAGEOAK FINANCIAL, LLC (CRD# 166927) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.