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Bradley John Rumenapp

Advisor at Raymond James & Associates — Weatherford, OK

Updated today

Credentials

Series 66

Experience

11 years

Location

Weatherford, OK

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,806

Across 936 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Bradley Rumenapp is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors, LLC and LimeBike. Outside of his advisory role, he owns and operates a mobile food trailer part-time. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research support.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Weatherford, OK

Weatherford OK

Advisors at this office

1

Most active in

Oklahoma

Work history

11 years of industry experience

LimeBike

2018 - 2019 • 1 year

Bethany, OK

Raymond James & Associates

2017 - Present • 9 years

Oklahoma City, OK

AXA Advisors, LLC

2015 - 2017 • 2 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mitchell M

Series 63, Series 65

Clinton, OK

Dominion Capital Management, LLC

Mitchell Mcabee is a financial advisor with Dominion Capital Management, LLC, holding Series 63 and 65 licenses and over 31 years of industry experience. He has held roles at Dominion Capital Management since 2006 and was previously with H. Beck, Inc. for ten years. Mcabee is also president of McAbee & Company, PC, a CPA firm, and owns Cashflocfo LLC, a marketing business focused on technology concepts. Dominion Capital Management, LLC offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a goal- and risk-based investment approach with options strategies and sub-advisor use, and it provides ERISA pension consulting including 3(21) advisory and 3(38) investment management services.

Options & derivatives strategies Self-Employed Founder/Business Owner
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Chase A

Series 65

Weatherford, OK

West Oak Wealth

Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Makena M

Series 65

Clinton, OK

Gibco Capital Advisors

Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Gerald A

Series 65

Weatherford, OK

West Oak Wealth

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jason G

Series 63, Series 66

Clinton, OK

Gibco Capital Advisors

Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
user avatar

Bryan B

Series 63, Series 66

Clinton, OK

Royal Fund Management, LLC

Bryan Baca is a financial advisor at Royal Fund Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Advanced Financial Strategies, Inc. since 1997. Outside of advising, he owns and operates a small cow/calf cattle ranch in Oklahoma. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented client risk tolerance, utilizing a range of strategies from conservative allocations to options techniques, and offers both discretionary and held-away account management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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