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VAULT FINANCIAL SOLUTIONS, LLC
VAULT FINANCIAL SOLUTIONS, LLC
VAULT WEALTH STRATEGIES, LLC
NORMAN, Oklahoma
·
1 registered advisor
·
CRD# 288541
SEC# 801-110614
405-928-4422
01
Firm Overview
AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VAULT FINANCIAL SOLUTIONS, LLC
1 registered advisor
Luke Zachary Milholland
NORMAN, Oklahoma
CRD# 5478288
05
Office Locations
NORMAN, Oklahoma
1 advisor
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Data sourced from SEC Form ADV filings. VAULT FINANCIAL SOLUTIONS, LLC (CRD# 288541) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.