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Daniel Don Beutel

Council Oak Wealth Advisors

Tulsa, OK

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Current Employers
Council Oak Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2019-06-26
TX RA APPROVED 2019-06-26
  • OK RA
    APPROVED
    Since 2019-06-26
  • TX RA
    APPROVED
    Since 2019-06-26

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
Oklahoma Heart Institute Tulsa OK 11/2015 05/2022
Council Oak Wealth Advisors Tulsa OK 05/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-26
  • S65 Uniform Investment Adviser Law Examination
    2019-06-26
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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