Advisor at Soard Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Soard Financial Management, LLC
Location
Muskogee, OK 74401
Credentials
Series 65
Industry experience
14 years
All Values+: 1.50% annually for asset management by Soard Financial Management, LLC All Assets+: 1.50% annually total fee for Strategic, Tactical, Allocation & Defined Outcome portfolios (GI 0.50% + SFM 1.00%) All Assets+: 1.00% annually total fee for Preservation Portfolios (GI 0.40% + SFM 0.60%) All Assets+: 1.50% annually total fee for Private Wealth Portfolios (GI 1.00% + SFM 0.50%) All Assets+: $300 flat annual fee for Client Directed Accounts (GI $300 + SFM $0)
Minimum fee: Client Directed Accounts: $300 annual fee, minimum quarterly fee $25 Fee-only: Financial planning services offered at no additional cost
Copley Alternative Investments Inc.
2026 - Present (1 year)
Soard Holdco 1, Inc.
2025 - Present (1 year)
Soard Intermediate, LLC
2025 - Present (1 year)
Soard Financial Management, LLC
2011 - Present (15 years)
Soard Financial Concepts
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Muskogee, OK
Edward Jones
Series 63, Series 66
Muskogee, OK
Edward Jones
ChFC®, Series 66
Muskogee, OK
Edward Jones
CFP®, Series 63, Series 66
Muskogee, OK
Edward Jones
Series 66
Muskogee, OK
Edward Jones
Series 63, Series 65
Tulsa, OK
BOK Financial Securities, Inc.
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