COUNCIL OAK WEALTH ADVISORS of TULSA, OK is an SEC-registered investment adviser (CRD 297180). Regulatory assets under management: $529.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| James E Diacon | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Nathan Joel Lovelle | MANAGING MEMBER | — |
| BEUTEL DANIEL DON | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| DIACON JAMES E | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| LOVELLE NATHAN JOEL | MANAGING MEMBER | — |
| YECK GARY LEE | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BARTLESVILLE | OK | 4 | 918-337-0299 |
| BARTLESVILLE | OK | 4 | 918-337-0299 |