A complete list of active advisors currently associated with KQ Wealth Management LLC
Warmer can help you find a great advisor at KQ Wealth Management LLC or one who fits your needs even better.
KQ Wealth Management is a state‑registered advisory firm that offers comprehensive financial planning and consulting to individuals and businesses. Its brochure emphasizes written, client-specific plans and one‑off consulting engagements and discloses that the firm does not provide discretionary portfolio management, custody services, or report managed assets. The firm’s planning process is driven by in‑depth client interviews and analysis across personal, tax, investment, insurance, retirement and estate planning, with recommendations delivered in a written report and implementation left to the client or third‑party professionals. KQ states it uses charting, fundamental and technical analysis to inform investment recommendations and accepts engagements on a fixed‑fee basis while also offering hourly billing in certain circumstances. Notably, members of management are separately registered representatives of LPL Financial and are licensed insurance agents, and the brochure discloses that they may receive commissions, other product‑related compensation, or non‑cash incentives from product sponsors, with stated measures to address those conflicts. The firm also does not charge percentage‑of‑assets fees (relying on fixed and occasional hourly fees instead), does not provide discretionary management or custody, and disclaims proxy‑voting services.
To learn more about the advisors currently working at KQ Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tulsa, OK
| 7
| |
Tulsa, OK
| 43
|
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