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John D Hughes

Advisor at Guardian Life — Tulsa, OK 5154 E Skelly Dr.

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Tulsa, OK 74135

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,910

Across 511 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

John Hughes is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investor Services Inc. and MassMutual. He is also the owner of Strategic Legacy Wealth Management, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Tulsa, OK 5154 E Skelly Dr.

5154 E Skelly Dr., Floor 2

Tulsa OK 74135

Advisors at this office

4

Most active in

Arkansas · California · Colorado · Florida · Georgia · Indiana · Iowa · Kansas · Missouri · New Mexico · Oklahoma · South Carolina · Texas · Wyoming

Work history

22 years of industry experience

Park Avenue Securities

2021 - Present • 5 years

Tulsa, OK

Guardian Life Insurance Company

2021 - Present • 5 years

Tulsa, OK

MML Investor Services Inc

2004 - 2021 • 17 years

Tulsa, OK

MassMutual

2004 - 2021 • 17 years

Springfield, MA

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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Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor at Sandman Wealth Management in Tulsa, OK, holding a Series 65 credential with four years of industry experience. She previously worked with Gradient Advisors LLC and has been involved with John 3:16 Mission, where she serves as a board member. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, combining fundamental, technical, and cyclical analysis with regular account reviews, and works in a co-advisor relationship with Gradient Investments for managed portfolios.

Wealth management Retirement income strategy General tax planning
user avatar

Cole M

Series 66

Tulsa, OK

Mendenhall Capital Management

Cole Mendenhall is a financial advisor at Mendenhall Capital Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Morgan Stanley, and in various consulting and entrepreneurial roles. Mendenhall Capital Management provides personalized investment management and financial planning services to individuals, families, small businesses, and nonprofit organizations. The firm employs a long-term, fundamental-analysis approach focused on diversification, tax awareness, and disciplined portfolio construction, typically managing accounts on a discretionary basis while offering fixed-fee financial planning and standalone investment plans.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Business ownership considerations Young Professionals Work/Life Balance Gen Y/Millennials (Born 1980-1995)
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