Summer Caudle
Summer Caudle is a registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 18 years of industry experience. Summer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 546 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scissortail Wealth Management's portfolio management fees are individually negotiated with each client, up to 2% annually of the market value of the assets in the account. Fees are generally payable quarterly, in advance, based on the average daily balance of the account. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Location
1203 East 33rd Street, Suite 100, Tulsa, OK, 74105
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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 Activities
Summer works as a Client Success Manager at Scissortail Wealth Mgmt, an investment advisory firm, handling administrative tasks. This is a full-time commitment for Summer.
Employment History
Current Registrations
Scissortail Wealth Management, LLC
Level Four Financial, LLCBroker
Previous Registrations
Scissortail Wealth Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.