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Bradford White

Advisor at Sowell Management

Updated today
Sowell Management logo

Firm

Sowell Management

Location

Tulsa, OK

Credentials

Series 66

Industry experience

10 years

About

Bradford White is a financial advisor at 10Elms LLP with 10 years of industry experience and a Series 66 designation. He has worked at several firms, including Sageview Advisory Group, Capital One Investing, and United Income, Inc. Outside of his advisory roles, he is a managing member of TREI, LLC, a real estate rental business. 10Elms serves individuals, pension and profit-sharing plans, and charitable organizations by providing wealth management and comprehensive financial planning. The firm employs a fee-only, discretionary portfolio management approach that combines strategic asset allocation with tactical adjustments based on academic research, primarily using low-cost ETFs.

Client services

Based on Sowell Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Sowell Management

Income planning Wealth management Tax strategies for small businesses

Occupation focus

Based on Sowell Management

Founder/Business Owner Retired Executive

Fee options

Fixed

Fixed fees for financial planning up to $10,000; subscription fees generally $50 to $200 per month for self-directed planning tools

Commissions

Commissions may be earned by certain registered representatives for securities and insurance products; commissions may exceed advisory fees

Project-based

Hourly fees for consulting from $150 to $500, depending on complexity and professional

Subscriptions

Subscription self-directed financial planning tools generally $50 to $200 per month

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household Fee-only: Fixed fees up to $10,000 for financial planning; hourly fees $150 to $500 for consulting

Location

Tulsa, OK

Most active in

Oklahoma

Work history

10Elms LLP

2025 - Present (1 year)

Willow Oak Wealth

2023 - Present (3 years)

Sowell Management

2023 - Present (3 years)

Sageview Advisory Group, LLC

2022 - 2023 (1 year)

Capital One Investing

2019 - 2022 (3 years)

United Income, Inc.

2018 - 2019 (1 year)

Red Bell Real Estate

2017 - 2022 (5 years)

KHP Capital LLC

2015 - 2018 (3 years)

First Allied Advisory Services, Inc

2015 - 2019 (4 years)

Hamilton Financial Partners

2015 - 2019 (4 years)

First Allied Securities, LLC

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Robert W

Series 66

Catoosa, OK

Midwest Financial Management, LLC

Active portfolio management Real estate investing

Autumn K

CFP®

Jenks, OK

Styled Wealth

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joshua H

Series 66

Tulsa, OK

Future U Financial Inc.

Options & derivatives strategies Real estate investing Annuities
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Marcus G

CFP®, CFA®, Series 65

Tulsa, OK

Gibbens Capital Management

Wealth management Business exit / sale strategy
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Shanda S

CFP®, Series 65

Broken Arrow, OK

Aspen Wealth Planners LLC

Cash flow / budgeting General estate planning guidance General tax planning
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