Mckenzie Mabri Mills
Advisor at Corient — Tulsa, OK South Utica Place
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
CFP®
Experience Industry experience
3 years
Location
Tulsa, OK 74104
Corient
Enterprise
Mckenzie Mills is a CFP® professional with three years of industry experience, currently advising at Corient. Prior to joining Corient, Mills worked at Capital Advisors, Inc. and Cavanal Hill Investment Management. Mills’s background includes roles at Northwestern Mutual and Quik Trip. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investments where appropriate.
Based on Corient
Based on Corient
Possible flat fees charged at firm's discretion based on certain criteria; financial planning fees may also be flat fees
Hourly rates apply for certain financial planning and consulting services as agreed upon
Account minimum: $250,000 to $5 million (varies by strategy) Minimum fee: For retirement plan services, minimum quarterly fee of $5,000 Fee-only: Financial planning fees are negotiated and billed monthly in advance; tax services provided by affiliate for additional fees
Tulsa, OK South Utica Place
2222 South Utica Place, Suite 300
Tulsa OK 74114
Advisors at this office
19
Oklahoma · Texas
3 years of industry experience
Corient
2026 - Present • 1 year
Tulsa, OK
Corient Services LLC
2026 - Present • 1 year
Miami, FL
Capital Advisors, Inc.
2022 - 2026 • 4 years
Tulsa, OK
Cavanal Hill Investment Management
2018 - 2022 • 4 years
Tulsa, OK
Northwestern mutual
2017 - 2018 • 1 year
Tulsa, OK
Quik Trip
2013 - 2017 • 4 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.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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