WARD WEALTH MANAGEMENT SERVICES, INC.

STILLWATER, Oklahoma·1 registered advisor·CRD# 117810
SEC# 801-68992405-372-8440
01

Firm Overview

AUM
$33M
Regulatory assets under management
Employees
1
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
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WARD WEALTH MANAGEMENT SERVICES, INC.

1 registered advisor
James Cleyon Ward
STILLWATER, Oklahoma
05

Office Locations

STILLWATER, Oklahoma
1 advisor

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Data sourced from SEC Form ADV filings. WARD WEALTH MANAGEMENT SERVICES, INC. (CRD# 117810) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.