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Rick Marlon Hadrava

Scissortail Wealth Management, LLC

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About Rick Marlon Hadrava

Rick Marlon Hadrava is a registered Investment Advisor Representative with Scissortail Wealth Management, LLC. Rick Marlon Hadrava has been in the financial services industry since 1994. Rick Marlon Hadrava has experience in a variety of investment areas including financial planning, portfolio management for individuals and businesses, and futures managed funds. Rick Marlon Hadrava is a Series 7, Series 10, Series 3, Series 9, Series 31 and Series 65 licensed professional.

Firm Information

Rick Hadrava 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.

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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 businesses

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

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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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Rick Hadrava’s Registration & Firm History

OK

01/15/2023 - Present

Scissortail Wealth Management, LLC (Oklahoma City OK)

OK

03/17/2008 - 07/17/2018

RAYMOND JAMES & ASSOCIATES, INC. (OKLAHOMA CITY OK)

TX

02/28/2003 - 03/18/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)

NY

10/18/1994 - 03/10/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/26/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/08/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 02/16/2001

Series 3 - National Commodity Futures Examination

BC

Issued 10/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rick Marlon Hadrava.
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