Rick Hadrava
Rick Hadrava is a registered investment advisor at Uniting Wealth Partners, based in Oklahoma City, OK, with 31 years of industry experience. Rick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 854 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on factors such as the scope and complexity of services, the level of assets managed, and the overall relationship. Fees may be negotiable at the sole discretion of Uniting Wealth Partners.
Fee Estimator
Location
6303 Waterford Blvd, Suite #125, Oklahoma City, OK, 73118
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rick is a licensed insurance agent, dedicating about 10-20% of their time to insurance sales. Rick is also involved in several other business activities, including managing a real estate LLC, small business consulting, serving on a board, and writing a book.
Employment History
Current Registrations
Uniting Wealth Partners
Previous Registrations
Scissortail Wealth Management, LLC
Scissortail Wealth Management, LLC
Epic Wealth Management, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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