Unclaimed
Thad Kent is a Registered Investment Advisor with Regent Wealth Management, Inc. located in Tulsa, Oklahoma. Thad has over 25 years of experience in the financial services industry, beginning with Bryan and Little CPA's PC in Bartlesville, Oklahoma. Thad has earned his Series 65 license and is currently registered with the State of Oklahoma. Thad Kent and Regent Wealth Management, Inc. have worked with 110 clients and manage over $65 million in assets. They offer investment advisory services to individuals, high-net-worth individuals, and corporations. Thad Kent specializes in providing financial planning and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OK
02/05/2024 - Present
Regent Wealth Management, Inc. (TULSA OK)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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