Steven Lee Replogle

CFA

Investrust Consulting, LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthCharitable Giving

Investrust Consulting, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

8 clients

Average Client Portfolio

$68.0M average

Assets Under Management

$544.1M

Location

5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Investrust Consulting, LLC

March 2020 - Present · 5 yrs 11 mos

Previous Registrations

Mariner Wealth Advisors, LLC

September 2016 - May 2017 · 8 mos

Mariner Wealth Advisors

August 2015 - May 2017 · 1 yr 9 mos

Bok Financial Advisors

January 2013 - August 2015 · 2 yrs 7 mos

State Registrations2 states

OKTX

Advisor

Exams

No exam information available for this advisor.