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 66
Experience Industry experience
21 years
Location
Newalla, OK
Charles Schwab
Institution
Lenora Yankacy is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting its extensive client coverage.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Newalla, OK
Newalla OK
Advisors at this office
1
Oklahoma · Texas
21 years of industry experience
Charles Schwab Bank, SSB
2005 - Present • 21 years
Newalla, OK
Charles Schwab
2004 - Present • 22 years
Newalla, 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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:
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.
Series 63, Series 65
Choctaw, OK
The Buffalo Financial Group LLC
Mario Medina Lopez is a financial advisor at The Buffalo Financial Group LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. The Buffalo Financial Group LLC provides ongoing portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $17 million in assets across 26 client relationships, employing a discretionary investment process focused on diversified portfolios aligned with client-specific Investment Policy Statements.
Series 65
Shawnee, OK
Sowell Management
Russell Busler is a financial advisor at Sowell Management with over six years of professional experience. His background includes roles at the Department of Defense, Shawnee Public Schools, and the International Mission Board. He holds a Series 65 designation and has been with Sowell Management since 2026. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through a multi-branch independent-contractor model with over 100 advisors, providing investment management, financial planning, retirement-plan advisory, and consulting services, using a range of investment strategies and third-party platforms.
Series 65
Shawnee, OK
Sowell Management
William Craig is a financial advisor with Sowell Management and holds a Series 65 designation. He has one year of industry experience, with prior roles at Clinton Wealth, Family First Life, and several other companies since 2018. Craig is also involved in the sale of insurance products in a licensed capacity. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors, utilizing a range of investment styles and third-party platforms.
Series 63, Series 65
Shawnee, OK
Sowell Management
Larry Gill is a financial advisor at Sowell Management with 47 years of industry experience. His career includes roles at Clinton Wealth Management, Private Advisor Group, and Cambridge Investment Research. Outside of advisory work, he serves as a board member of Shawnee Tubing Real Estate, a non-public entity. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model and manages portfolios using mutual funds, ETFs, and individual securities across various investment styles.
Series 66
Oklahoma City, OK
First Command Advisory Services
Gary Chitwood is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 20 years in the United States Air Force. In addition to his advisory role, he is the owner and operator of Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and prescreened third-party managers.
CFP®, Series 66
Oklahoma City, OK
First Command Advisory Services
Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
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