linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Criss

Scissortail Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Criss

Kevin Criss is a Registered Investment Advisor representative with Scissortail Wealth Management, LLC. Kevin has been in the financial industry since 2020 and holds a Series 65 license. Kevin primarily focuses on financial planning, portfolio management for individuals and businesses.

Firm Information

Kevin Criss is currently registered with Scissortail Wealth Management, LLC. Scissortail Wealth Management, LLC is a Tulsa, Oklahoma-based registered investment advisor with approximately $488 million in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and wrap fee programs. They specialize in serving high-net-worth individuals, with a smaller number of clients being individuals other than high-net-worth and charitable organizations. Scissortail Wealth Management has 7 investment advisory representatives and 4 registered representatives.
Scissortail Wealth Management, LLC

1203 EAST 33RD STREET

TULSA, OK 74105

$488.49M

Assets Under Management

Not reported

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.

check

financial planning services

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

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Criss’s Registration & Firm History

OK

01/15/2023 - Present

Scissortail Wealth Management, LLC (TULSA OK)

Not sure if Kevin Criss is right for you?

Licenses & Designations

IA

Issued 12/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Criss.
Not sure if Kevin Criss is right for you?