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Safranek AND Associates, LLC

Headquartered in TULSA, OK

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Firm Information

Safranek AND Associates, LLC is an investment advisor firm that offers financial planning and portfolio management for individuals. The firm has 1 investment adviser representative and does not have any licensed agents or registered representatives.

Safranek AND Associates, LLC

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SAFRANEK AND ASSOCIATES, LLC has a total of 1 branch locations across the country.
location

TULSA, OK

Advisors at Safranek AND Associates, LLC

View All 1 Advisors
Unclaimed
Daniel William Safranek

CFP®, RA

TULSA, OK

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Disclosures

There are no public disclosures for Safranek AND Associates, LLC.

Frequently Asked Questions (7)

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