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Ann Molloy Dagg

Cadent Capital Advisors, LLC

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About Ann Molloy Dagg

Ann Molloy Dagg is a registered investment advisor representative with Cadent Capital Advisors, LLC. Ann has been in the industry since 2002 and has experience with investments in a variety of areas. Ann has been registered with Cadent Capital Advisors, LLC since 2014 and also worked for PURSHE KAPLAN STERLING INVESTMENTS and ARVEST ASSET MANAGEMENT in Oklahoma City.

Firm Information

Ann Dagg is currently registered with Cadent Capital Advisors, LLC. Cadent Capital Advisors, LLC is an investment advisor headquartered in Tulsa, Oklahoma. The firm manages approximately $616,851,354 in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer financial planning, portfolio management, and selection of other advisors.
Cadent Capital Advisors, LLC

4525 EAST 91ST STREET

TULSA, OK 74137

$616.85M

Assets Under Management

17

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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other

Selection of other advisers fees

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Ann Dagg’s Registration & Firm History

OK

03/14/2014 - Present

Cadent Capital Advisors, LLC (TULSA OK)

OK

01/16/2014 - 08/20/2021

PURSHE KAPLAN STERLING INVESTMENTS (OKLAHOMA CITY OK)

OK

05/01/2009 - 02/10/2014

ARVEST ASSET MANAGEMENT (OKLAHOMA CITY OK)

OK

05/03/2002 - 05/05/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 05/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 05/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ann Molloy Dagg. Review regulatory record here.
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