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Brett Collin Hobbs

Cadent Capital Advisors, LLC

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About Brett Collin Hobbs

Brett Collin Hobbs is an investment advisor representative at Cadent Capital Advisors, LLC. Brett has been in the industry since 2019, and is licensed in Oklahoma and Texas. Cadent Capital Advisors, LLC is a firm that specializes in portfolio management for individuals, financial planning, and pension consulting. They provide these services to individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. They also offer other advisory services such as selection of other advisors.

Firm Information

Brett Hobbs 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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Brett Hobbs’s Registration & Firm History

OK

01/25/2021 - Present

Cadent Capital Advisors, LLC (TULSA OK)

OK

09/14/2019 - 08/20/2021

PURSHE KAPLAN STERLING INVESTMENTS (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 09/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Collin Hobbs.
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