Bradley Duane Rollins
Advisor at Mariner — Tulsa, OK E. Skelly Drive
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 65
Experience Industry experience
18 years
Location
Tulsa, OK 74135
Mariner
Enterprise
Clients per advisor
55 TypicalAvg AUM per client
$2,116,909 Very HighHNW client ratio
41% Very HighBradley Rollins is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors in Tulsa, OK. He has been with Mariner since 2012, including its Oklahoma office prior to the firm's enterprise formation in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and access to various pooled vehicles and third-party managers. The firm combines in-house research with third-party strategies across multiple asset classes and offers integrated tax services and administrative family office capabilities.
Based on Mariner
Based on Mariner
Fixed fees for financial planning and consulting services, fixed fees for tax services, minimum quarterly fee $1,875
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%
Commission-based compensation for insurance products and brokerage through affiliated broker-dealer MSEC LLC
Hourly rates for consulting and tax preparation services, specific rates negotiable/not specified
Account minimum: $100,000 Minimum fee: Quarterly minimum fee of $1,875
Tulsa, OK E. Skelly Drive
4200 E. Skelly Drive, Suite 950
Tulsa OK 74135
Advisors at this office
24
Oklahoma
18 years of industry experience
Mariner Wealth Advisors
2018 - Present • 8 years
Tulsa, OK
Mariner Wealth Advisors Oklahoma
2012 - 2018 • 6 years
Tulsa, OK
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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