Kaci Leigh Skidgel
Advisor at Cetera — Tulsa, OK S Boulder Ave
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
Series 63, Series 65
Experience Industry experience
19 years
Location
Tulsa, OK 74119
Cetera
Institution
Kaci Skidgel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been associated with Cetera since 2013 and also leads Summit Capital Ventures, Inc. outside of her advisory role. Skidgel serves on several nonprofit and community boards, including Goodwill Industries of Tulsa and the Tulsa Regional Chamber. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and features a multi-manager platform with access to affiliated and unaffiliated investment managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Tulsa, OK S Boulder Ave
1350 S Boulder Ave Ste 300
Tulsa OK 74119
Advisors at this office
10
Oklahoma · Texas
19 years of industry experience
K&C Family Holdings LLC
2025 - Present • 1 year
Tulsa, OK
Summit Capital Ventures, Inc.
2024 - Present • 2 years
Dallas, TX
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cetera Wealth Services, LLC
2013 - Present • 13 years
El Segundo, CA
Summit Financial Group
2007 - Present • 19 years
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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