Sky Rylant
Sky Rylant is a registered investment advisor at Westside Investment Management, LLC, based in Oklahoma City, OK, with 20 years of industry experience. Sky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 890 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westside Investment Management charges a fee based on a percentage of the assets they manage. The exact percentage can vary up to 1.50% depending on factors like the amount of assets, complexity, and scope of services. The firm also participates in programs with SEI, where fees range from 0% to 1.50%, not including SEI's program fee. For monitoring other money managers, the fee also ranges from 0% to 1.50%.
Location
10900 Hefner Pointe Drive, Suite 502, Oklahoma City, OK, 73120
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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
Sky operates Westside Investment Management as a DBA for their LPL business and as a registered investment advisor, dedicating a significant amount of time to these activities. Sky also works with Taber Brokerage and as an insurance agent, selling life and long-term care insurance, spending a few hours per week on these insurance-related activities.
Employment History
Current Registrations
Westside Investment Management, LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
T.S. Phillips Investments, INC.Broker
Nylife Securities LLCBroker
State Registrations9 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.