Advisors at this firm
Michael F
Series 65
Altus, OK
10Elms LLP
Michael Finch is a Series 65-licensed financial advisor with 6 years of industry experience, currently serving at 10Elms LLP. His prior roles include positions at Finch Wealth Management, LLC, and L3 Communications. Outside of finance, Finch works as a C-17 Pilot Instructor at Flight Safety Defense. 10Elms LLP provides wealth management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a fee-only, discretionary investment approach combining strategic asset allocation with tactical, momentum-based adjustments using primarily low-cost ETFs.
Ryan K
CFA®, Series 66
Tulsa, OK
10Elms LLP
Ryan Kruger is a CFA® charterholder with 15 years of industry experience, currently advising at 10Elms LLP since 2022. His prior roles include positions at Capital One Investing, United Income, KHP Capital, and Wealthminder. He serves on the investment and risk committees of the London Business School Endowment and participates in its governing body, providing voluntary consulting on asset allocation and risk management. 10Elms LLP serves individuals, pension and profit-sharing plans, and charitable organizations, offering wealth management and comprehensive financial planning. The firm employs a strategic asset-allocation approach combined with tactical, momentum-based shifts using low-cost ETFs and manages approximately $121 million in discretionary assets across five offices.
Julie H
Series 65, Series 66
Tulsa, OK
10Elms LLP
Julie Hazzard is a financial advisor at 10Elms LLP with 10 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with firms including UNITED INCOME, Inc., KHP Capital LLC, and First Allied Advisory Services, Inc. 10Elms LLP serves individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations by providing wealth management and comprehensive financial planning. The firm employs a fee-only, discretionary investment approach that combines strategic asset allocation with tactical, momentum-based shifts using primarily low-cost ETFs.
