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Alexandra Day

Council Oak Wealth Advisors

Tulsa, OK

CRD 8157938

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Employer firm

Council Oak Wealth Advisors CRD 297180

$529M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Council Oak Wealth Advisors

8801 S. Yale Avenue Suite 420, Tulsa, OK 74137 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-04
  • OK RA
    APPROVED
    Since 2025-09-04

Branch Locations

8801 S. Yale Avenue Suite 420, Tulsa, OK 74137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Council Oak Wealth Advisors Tulsa OK 08/2025 Present
Thirst Wine Merchants Oklahoma City OK 06/2011 04/2024
Southern Glazer's Wine & Spirits Tulsa OK 03/2024 05/2025
  • 08/2025 → Present
    Council Oak Wealth Advisors
    Tulsa, OK
  • 06/2011 → 04/2024
    Thirst Wine Merchants
    Oklahoma City, OK
  • 03/2024 → 05/2025
    Southern Glazer's Wine & Spirits
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
Other Names
  • Allie Day

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

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