This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2018
- Office Locations
- 2
Office Locations
About Wealth Management Solutions
Wealth Management Solutions is an Oklahoma-based independent RIA focused on retirement planning for oil & gas industry employees and retirees, including ConocoPhillips and Phillips 66 executives, plus local business owners and professionals. The team provides fiduciary financial planning, retirement plan guidance, investment management, and coordination across tax, estate, and insurance needs. Custody through Raymond James; portfolios commonly use ETFs and public funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN ROBERT STIPE
Owner
- CRD
- #2229770
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOANNA S. MCCALL
--
- CRD
- #3126628
DAVID EDWARD SHOESMITH
--
- CRD
- #2653959
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,918,632 | $445,174 |
| Non-Discretionary | $20,387,078 | $308,895 |
| Total | $106,305,710 | $410,447 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing