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Todd Charles Welsh

Scissortail Wealth Management, LLC

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About Todd Charles Welsh

Todd Welsh is a financial advisor who has been in the industry since 1999. He is currently registered with Scissortail Wealth Management, LLC, where he provides financial planning and portfolio management services to individuals and businesses. Prior to joining Scissortail Wealth Management, LLC, Todd worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.

Firm Information

Todd Welsh 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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Todd Welsh’s Registration & Firm History

OK

01/15/2023 - Present

Scissortail Wealth Management, LLC (TULSA OK)

OK

01/16/2009 - 11/19/2018

UBS FINANCIAL SERVICES INC. (TULSA OK)

OK

06/03/1999 - 01/20/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)

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Licenses & Designations

BOTH

Issued 06/21/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2011

Series 3 - National Commodity Futures Examination

BC

Issued 03/24/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 06/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Charles Welsh.
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