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Brian Talkington

Scissortail Wealth Management, LLC

Tulsa, OK

CRD 7543168

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Employer firm

Scissortail Wealth Management, LLC CRD 297761

$568M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Scissortail Wealth Management, Llc

1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-01-15
  • OK RA
    APPROVED
    Since 2023-01-15

Branch Locations

1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • 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
Nbc Oklahoma Tulsa OK 08/2015 12/2016
The First National Bank & Trust Of Broken Arrow Broken Arrow OK 01/2017 12/2021
Scissortail Wealth Management, Llc Tulsa OK 01/2022 Present
  • 08/2015 → 12/2016
    Nbc Oklahoma
    Tulsa, OK
  • 01/2017 → 12/2021
    The First National Bank & Trust Of Broken Arrow
    Broken Arrow, OK
  • 01/2022 → Present
    Scissortail Wealth Management, Llc
    Tulsa, OK
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-11
  • S65 Uniform Investment Adviser Law Examination
    2022-04-11

View on SEC IAPD

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Nearby Investors

OANH STANGER
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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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