Randy Schreier
Randy Schreier is a registered investment advisor at Schreier Financial, LLC, based in Oklahoma City, OK, with 17 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $115K | 1.50% |
| $115K - $2.0M | 0.90% |
| $2M+ | 0.45% |
Fee Estimator
Location
Oklahoma City, OK
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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
Randy is a 60% owner and managing member of Oklahoma Employee Benefits & Insurance, LLC, dedicating full-time hours to marketing, sales, practice management, and customer service. He also runs a CPA practice as President, taking minimal time, and manages a rental property, taking minimal time.
Employment History
Current Registrations
Schreier Financial, LLC
Previous Registrations
H. Beck, INC.
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.