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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-03-2009
- Office Locations
- 1
Office Locations
About Schreier Financial, LLC
Oklahoma Employee Benefits & Insurance, LLC is an independent, privately owned Oklahoma City firm helping small businesses, self‑employed professionals, and company managers select, implement, and manage employee benefit plans. The team takes a consultative approach, evaluating insurance carriers and financial service firms through its own research and tailoring recommendations to client needs—not carrier directives. Serving Oklahoma businesses for 25+ years.
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Client Personas
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
RANDY STEVEN SCHREIER
Chief Compliance Officer, Managing Member
- CRD
- #2814705
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $658,155 | -- |
| Total | $658,155 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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