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Scott Robert Allen

Scissortail Wealth Management, LLC

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About Scott Robert Allen

Scott Robert Allen is a registered investment advisor with Scissortail Wealth Management, LLC. He has been in the industry since July 1, 2016. Allen is also a registered representative in Oklahoma and holds the Series 66, Series 7 and SIE exams. Prior to joining Scissortail Wealth Management, Allen was employed by UBS Financial Services Inc. He has experience providing financial planning, portfolio management for individuals and businesses.

Firm Information

Scott Allen 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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Scott Allen’s Registration & Firm History

OK

11/10/2023 - Present

Scissortail Wealth Management, LLC (TULSA OK)

OK

06/28/2016 - 06/07/2019

UBS FINANCIAL SERVICES INC. (TULSA OK)

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Licenses & Designations

BOTH

Issued 08/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Robert Allen.
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