Ann Dagg is a registered investment advisor at Cadent Capital Advisors, LLC, based in Tulsa, OK, with 23 years of industry experience. Ann 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable.
Fee Estimator
Location
4525 East 91st Street, Tulsa, OK, 74137
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Ann is the CEO of Redbird Associates, LLC, a real estate investment property company, since 2018. She spends minimal time on this activity and it is not investment-related.
Employment History
Current Registrations
Cadent Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Arvest Asset Management
Arvest Asset ManagementBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.