A complete list of active advisors currently associated with TRAC Wealth Management, Inc
Warmer can help you find a great advisor at TRAC Wealth Management, Inc or one who fits your needs even better.
TRAC Wealth Management, Inc. is a small, independent registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management, retirement plan consulting, occasional assistance with 529 plans at no charge, and acts as a co-adviser with an online advice platform (Plan Confidence™) for defined contribution plan participants. The firm customizes advice using onboarding questionnaires and periodic consultations, constructs diversified portfolios, and monitors and rebalances accounts on an ongoing basis under discretionary authority when engaged. Its stated investment methods range from long-term and short-term equity strategies to technical/charting and cyclical analysis, and it may employ more active techniques—including short sales, margin, option writing, and frequent trading—when deemed suitable; it also uses sub-advisors for certain separately managed account mandates and conducts periodic due diligence on those managers. With roughly $14.7 million in assets under management across about 157 clients (most assets managed on a discretionary basis), the practice combines retail wealth management with employer-plan advisory services and an internet-based co-advisory relationship that includes automated billing through third-party processors. The firm discloses that its principal holds an active insurance license and may earn commission-based compensation for insurance sales, and it documents those and other potential conflicts of interest in its disclosure materials.
To learn more about the advisors currently working at TRAC Wealth Management, Inc, 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 |
|---|---|---|
Norman, OK
| 28
|
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