SAGEOAK FINANCIAL, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 166927). Regulatory assets under management: $174.8M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| Tyler Allen Gray | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| Steven Wayne Ellis | PRINCIPAL & FINANCIAL ADVISOR | — |
| Stan Ray Rickner | PRESIDENT & FINANCIAL ADVISOR | — |
| GRAY JOHN ALLEN | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| ELLIS BERT WAYNE | PRINCIPAL & FINANCIAL ADVISOR | — |
| RICKNER STAN RAY | PRESIDENT & FINANCIAL ADVISOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OKLAHOMA CITY | OK | 3 | 405-825-1920 |