Advisers in Norman, OK

4 advisers in Norman — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Buwick Group Wealth Management, LLC3100 S. Berry Rd., Suite 200b · Norman, OK 73072 · (405) 329-6000 · Financial planningCRD 301978 · % of assets, Hourly charges, Fixed fees · $24.7 million AUMState registeredNo commissions reported D.m. Wealth Management, INC.309 East Main Street · Norman, OK 73069 · (405) 329-8884 · Financial planningCRD 128194 · % of assets, Hourly charges, Fixed fees · $47.0 million AUMState registeredNo commissions reported Pismo Pacific Financial Services, LLC1416 N. Porter Ave. · Norman, OK 73071 · (405) 701-0800 · % of assets managedCRD 166260 · % of assets · $18.7 million AUMState registeredNo commissions reported Trac Wealth Management, INC3750 W Main Street, Suite 142 · Norman, OK 73072 · (405) 615-4465 · % of assets managedCRD 281128 · % of assets · $14.7 million AUMState registeredNo commissions reported

Talking to advisers in Norman? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.