Scissortail Wealth Management
At Scissortail Wealth Management, founded by partners Rich Howard and Todd Welsh, we believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions for families and businesses in Tulsa and across the United States. Whether managing your personal wealth or elevating your business to the next level, our team focuses on driving your success. Scissortail Wealth Management is a Registered Independent Advisor (RIA) based in Tulsa, Oklahoma. 1203 E 33rd St STE 100, Tulsa, OK 74105 (918) 956-0500 Scissortail Wealth Management, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The information presented in the material is general in nature and is not designed to address your investment objectives, financial situation, or particular needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- SC
Summer Caudle
Director of Operations · Operations
EmailPhone - BT
Brian Talkington
Wealth Management Advisor · Finance & Accounting
EmailPhone - CB
Chris Bogie
Executive Assistant · General Business & Management
EmailPhone - KC
Kevin Criss
Wealth Management Advisor · Finance & Accounting
EmailPhone - LA
Lisa Allem
Client Services Associate · Customer/Client Service
EmailPhone - SA
Scott Allen
Wealth Management Advisor · Finance & Accounting
EmailPhone - RH
Rich Howard
Founder, Senior Partner · General Business & Management
EmailPhone - TW
Todd Welsh
Founder Senior Partner · Other
EmailPhone - BK
Brooks Kollmann
Senior Associate · Finance & Accounting
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Scissortail Wealth Management
7 distinct titles indexed · top 7 shown.
- 3wealth management advisor
- 2client services associate
- 2executive assistant
- 1director of operations
- 1founder senior partner
- 1founder, senior partner
- 1senior associate
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