Connor Brinkley

Advisor at Edward Jones

Updated today

Location

Durant, OK 74701

Credentials

Series 66

Industry experience

1 year

About

Connor Brinkley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with the Choctaw Nation of Oklahoma and National Livestock Credit Corp. He is involved in the livestock industry through his role in Southern Oklahoma Livestock Auction, LLC, where he hauls cattle to the sale barn. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Retirement income strategy Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

4015 West Highway 70

Durant, OK 74701

Most active in

Oklahoma · Texas

Work history

Edward Jones

2024 - Present (2 years)

Choctaw Nation of Oklahoma

2023 - 2024 (1 year)

National Livestock Credit Corp.

2019 - 2023 (4 years)

Vision Bank

2018 - 2019 (1 year)

Machill Construction Company

2015 - 2018 (3 years)

D-H Ranch

2012 - 2018 (6 years)

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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Tammy B

Series 65

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Tammy Byrd is a financial advisor at Gaddis Premier Wealth Advisors LLC with 18 years of industry experience, including her current role since 2022 and prior work at Gaddis & Gaddis Wealth Management from 2006 to 2022. She holds the Series 65 designation. Outside of her advisory work, she is involved in sales of Avon cosmetic products and Legal Shield insurance services. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management and fundamental analysis to construct portfolios from mutual funds, ETFs, stocks, and bonds, offering a long-term orientation with flexibility for tactical trades.

Wealth management General retirement planning Income planning
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Leah B

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leah Brooks is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes positions at Securities America Advisors and Raymond James Financial Services. She serves as President of the Southeastern Oklahoma State University Wesley Foundation and as Secretary of Partners in Education. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining fundamental analysis and Modern Portfolio Theory, managing approximately $314 million in assets across multiple offices.

Wealth management General retirement planning Income planning
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Jordan H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Jordan Haddox is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, and Exodus HR Group. Haddox is also licensed as an insurance agent. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management built on fundamental analysis and Modern Portfolio Theory, offering a range of allocation models and ongoing manager monitoring.

Wealth management General retirement planning Income planning
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Roger G

CFP®, Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Roger Gaddis is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Gaddis Premier Wealth Advisors LLC, where he has worked since 2022. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and Linsco/Private Ledger Corp. Outside of advisory work, Gaddis serves on several advisory boards, including Good News Publishing and the Boy Scouts Arbuckle Council, and holds a board position at Union Mutual Insurance Co. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, and applies fundamental analysis alongside Modern Portfolio Theory to develop allocation models tailored to client goals.

Wealth management General retirement planning Income planning
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Derek H

Series 66

Durant, OK

Gaddis Premier Wealth Advisors LLC

Derek Hines is a financial advisor at Gaddis Premier Wealth Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Kestra Advisory Services, and Private Client Services. Outside of his advisory role, Hines serves as President of Durant Trails and Open Space, a nonprofit focused on outdoor activities and trail maintenance, and is Executive Pastor at Victory Life Church in Durant, OK. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management combining low-cost mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term orientation.

Wealth management General retirement planning Income planning
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Leigh G

Series 63, Series 65

Durant, OK

Gaddis Premier Wealth Advisors LLC

Leigh Gaddis is a financial advisor at Gaddis Premier Wealth Advisors LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Kestra Financial, Inc. Outside of advising, she serves as a commissioner on the Oklahoma Department of Wildlife Conservation and is involved in several business ventures including ranching, oil and gas interests, and billboard leasing. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term focus while allowing tactical adjustments.

Wealth management General retirement planning Income planning
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