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Scott Garrison

Advisor at Cambridge Investment Research Advisors — Elk City, OK

Updated today

Credentials

Series 65, Series 63

Experience

7 years

Location

Elk City, OK 73644

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,196 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Scott Garrison is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Cambridge in 2021, he was with Northwestern Mutual from 2018 to 2021. Outside of his advisory role, he is a partner and CFO of Auto Bath Inc, a business he has been involved with since 2007, and he owns Sooner Wealth, a financial services website. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a range of investment strategies across multiple platforms with an emphasis on tailored solutions delivered through a large network of independent financial professionals.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Elk City, OK

124 N Main

Elk City OK 73644

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

7 years of industry experience

Cambridge Investment Research, Inc.

2021 - Present • 5 years

Fairfield, IA

Cambridge Investment Research Advisors

2021 - Present • 5 years

Fairfield, IA

Northwestern Mutual Wealth Management Company

2019 - 2021 • 2 years

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2018 - 2021 • 3 years

Oklahoma City, OK

Northwestern Mutual Life Insurance Company

2018 - 2021 • 3 years

Milwaukee, WI

Auto Bath Inc

2007 - Present • 19 years

Elk City, OK

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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Robert F

Series 66

Sayre, OK

Zelus Wealth Management

Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Passive / index investing
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Kari P

Series 66

Elk City, OK

Sanctuary Advisors, LLC

Kari Payne is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Elk City, OK, and has three years of industry experience. Prior to joining Sanctuary Advisors, she worked at Edward Jones for six years and has experience in other local businesses. She is also the owner and investment advisor of CopperSky Wealth, an operating entity for investment advisory services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and acts as a fiduciary when a written advisory agreement exists.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Justin K

CFP®, Series 66

Elk City, OK

Sanctuary Advisors, LLC

Justin Koch is a CFP® with 18 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Prior to joining Sanctuary in 2025, he worked for Edward Jones from 2008 to 2025. He is also the owner of CopperSky Wealth, an investment advisory business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of more than 400 independent advisors with a range of portfolio management options, fiduciary services, and access to various investment platforms and sub-advisers.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

John T

Series 63, Series 66

Elk City, OK

Edward Jones

John Thomas II is a financial advisor with Edward Jones in Elk City, OK, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Thomas is involved in cattle and land management through partnerships in Bull & Bear Ranch LLC and Bull & Bear Properties LLC, and he serves as a board member of Western Oklahoma Christian School. 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 wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Sandy B

Series 66

Elk City, OK

Edward Jones

Sandy Barr is a financial advisor with Edward Jones in Elk City, Oklahoma, holding a Series 66 designation. Barr has been associated with Edward Jones since 2001, accumulating over 25 years of experience with the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Joshua T

Series 63, Series 66

Elk City, OK

Edward Jones

Joshua Thomas is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is involved with Bull & Bear Ranch LLC and Bull & Bear Properties, LLC, managing property-related activities in Elk City, Oklahoma. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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