GADDIS PREMIER WEALTH ADVISORS LLC of DURANT, OK is an SEC-registered investment adviser (CRD 317837). Regulatory assets under management: $368.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Derek Jonathon Hines | MEMBER; PARTNER | — |
| Roger Dale Gaddis | MEMBER; PARTNER | — |
| Leigh Ann Gaddis | PARTNER | — |
| Dave Allan Reed | CEO AND PARTNER; MEMBER | — |
| Teresa Marie Adams | MEMBER; PARTNER | — |
| Tammy Jo Byrd | MEMBER; PARTNER | — |
| Leah Anne Brooks | MEMBER; PARTNER | — |
| ADAMS KATHLEEN MARIE | OWNER; PARTNER | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |
| HINES DEREK JONATHON | CEO AND PARTNER; COO AND PARTNER; PARTNER (+1 more) | — |
| GADDIS ROGER DALE | CO-FOUNDER AND PARTNER; PARTNER | — |
| GADDIS LEIGH ANN | CO-FOUNDER AND PARTNER; PARTNER | — |
| REED DAVE ALLAN | CEO AND PARTNER; OWNER; PARTNER | — |
| BYRD TAMMY JO | COO | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ADA | OK | 4 | 580-332-4144 |
| ARDMORE | OK | 4 | 580-226-8800 |
| OKLAHOMA CITY | OK | 4 | (580) 332-4144 |
| DENISON | TX | 4 | 903-246-9300 |
| OKLAHOMA CITY | OK | 3 | 405-703-4428 |
| MCALESTER | OK | 2 | 800-318-4144 |
| MUNESTER | OK | 2 | 580-332-4144 |
| TISHOMINGO | OK | 2 | 580-332-4144 |