Summer Caudle
Summer Caudle is a registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 19 years of industry experience. Summer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 485 clients with $570M 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% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.
Fee Estimator
Location
1203 East 33rd Street, Suite 100, Tulsa, OK, 74105
Get directionsHistory
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.
Exams
More Advisors
- Todd Welsh, CFPScissortail Wealth Management, LLC
- Jonathan Pixley, CFPRealm Financial Planning
- Joshua Jakubovitz, CFPWarburton Capital Management, LLC
- Daniel Beutel, CFPCouncil Oak Wealth Advisors
- Kelcy Flores, CFPCorient
- Ethan Cordray, CFPMariner