Scissortail Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Scissortail Wealth Management — overview

About

Scissortail Wealth Management is a US-based wealth manager and a registered investment advisory. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The firm offers financial planning, retirement planning, investment strategies, longevity planning, risk management, education planning, sustainable investing, business planning, fixed-income services, banking & lending solutions, and portfolio management. The services are offered to individuals, high-net-worth individuals, trusts, estates, families, and charitable organizations.

Scissortail Wealth Management - known decision makers (7)

Position	Location	Asset Class
Executive Assistant to Todd Welsh, Founding Partner	Tulsa, US	GEN
Managing Director	Tulsa, US	GEN
Private Wealth Concierge	Tulsa, US	GEN
Founding Partner, Certified Financial Planner, Certified Investment Management Analyst, Chief Investment Officer, Compliance Liaison	Tulsa, US	GEN
Founding Partner, Chief Financial Officer, Senior Portfolio Manager	Tulsa, US	GEN

Showing 5 of 7 known decision makers Scissortail Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo