Todd Charles Welsh

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 11/2018
  Ubs Financial Services Inc
  Tulsa, OK
• 11/2018 → Present
  Scissortail Wealth Management, Llc
  Tulsa, OK
• 11/2018 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2018-11-09 → 2022-12-31
  Scissortail Wealth Management, Llc
  Tulsa, OK
• 2009-01-16 → 2018-11-19
  Ubs Financial Services Inc.
  Tulsa, OK
• 1999-07-07 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
  Tulsa, OK

Other Businesses

1)RED WOLF HOLDINGS, LLC / 2702 E 45 PL TULSA,OK 74105; HOLD PRIVATE INVESTMENTS IN HEALTHPRO HERITAGE LLC AND CRYPTOCURRENCY MINING LLC; PARTNER; START DATE 5/19/13; 1 HOUR/MO NONE DURING TRADING; INVESTMENT RELATED 2)VASAYOK,LLC; 4940 E 105TH ST TULSA,OK 7413; HOLD PRIVATE INVESTMENT IN VASAYO; MANAGING PARTNER; START DATE 11/18/16; 1 HOUR/MO O DURING TRADING; INVESTMENT RELATED 3)Scissortail Holdings, LLC; 2702 E 45 PL Tulsa,OK 74105; HOLD REAL ESTATE INVESTMENTS; PARTNER; MANAGE COMMERCIAL REAL ESTATE INVESTMENTS; Start Date 9/30/15; 2 HRS/MO 1 HR DURING TRADING; INVESTMENT RELATED 4)La Fleur Industries, LLC; 2702 E 45 Pl Tulsa,OK 74105; HOLD PRIVATE INVESTMENTS IN RENTAL PROPERTY AND CRUSHED RED SOUTHWEST FRANCHISE; PARTNER; Start Date 12/17/10; 2 HRS/MO 1 HR DURING TRADING; INVESTMENT RELATED 5)SCISSORTAIL WEALTH MANAGEMENT, LLC; 1203 E 33RD ST TULSA OK 74105; INVESTMENT IN RIA AND INVESTMENT ADVISOR REPRESENTATIVE; PARTNER; START DATE 11/9/2018; 170 HOURS/MO 130 HRS DURING TRADING; INVESTMENT RELATED; 6) 3OE PROPERTIES LLC; 2702 E 45TH PL TULSA, OK 74105; MANAGING MEMBER; HOLDS INVESTMENTS IN REAL ESTATE; INVESTMENT RELATED; START DATE 7/22/19; 1 HOUR/MO DURING TRADING 7) STREET SCHOOL; 1135 S. YALE AVE, TULSA, OK 74112; MEMBER OF BOARD OF DIRECTORS OF SCHOOL; START DATE 5/1/20; 1 HOUR/MO DURING TRADING 8) EAGLE RESOURCES GROUP, LLC, 2448 E. 81ST STREET, STE 2000, TULSA, OK 74136; PRIVATE SECURITIES INVESTMENT; INVESTMENT RELATED; START DATE 12/1/2020; 0 HOUR/MO DURING TRADING 9) QUARRY INVESTORS 2, LLC, 321 S. BOSTON STE 200 TULSA OK 74103, PASSIVE INVESTMENT IN REAL ESTATE, 1% OWNER, 0 HOURS SPENT ON ACTIVITY, MARCH 21

Exams

• S66 Uniform Combined State Law Examination
  1999-06-21

Designations

• Certified Financial Planner

Other Names

• Todd C Welsh