DS
CFP
DS
CFP

Deanna Stranglen

22 Years of Experience
Tulsa, OK
1 DisclosureSells Insurance

Deanna Stranglen is a CFP-designated registered investment advisor at Cadent Capital Advisors, LLC, based in Tulsa, OK, with 22 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 654 clients with $790M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
654 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$785.8M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4525 East 91st Street, Tulsa, OK, 74137

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History

Regulatory History (1)
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Regulatory
December 1997
Final
Other Business ActivitiesSells Insurance

Deanna is involved in real estate rental through Stranglen Properties, LLC and DRL Properties, LLC, dedicating about 10-20% of her time to each. She is also a sales consultant/rep for Mary Kay, Inc., and a licensed insurance agent, which may present a conflict of interest.

Employment History
Current Registrations
Cadent Capital Advisors, LLC
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
LPL Financial LLC
February 2012 - November 2022 · 10 yrs 9 mos
LPL Financial LLCBroker
February 2012 - November 2022 · 10 yrs 9 mos
UBS Financial Services INC.
August 2006 - January 2012 · 5 yrs 5 mos
UBS Financial Services INC.Broker
April 2005 - January 2012 · 6 yrs 9 mos
Park Avenue Securities LLCBroker
February 2004 - October 2004 · 8 mos
PFS Investments INC.Broker
June 2003 - October 2003 · 4 mos
PFS Investments INC.Broker
November 2001 - December 2002 · 1 yr 1 mo
State Registrations1 state
OK
Advisor

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
No exam information available for this advisor.