SR
CFA

Steven Lee Replogle

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
8 clients
Average Client Portfolio
$68.0M average
Assets Under Management
$544.1M

Fee Structure

InvesTrust Consulting does not have a standard fee schedule, as fees vary depending on the complexity of the services requested. All fees are negotiable. They may charge a pre-determined fixed fee, hourly fee, or fees based on a percentage of assets. Depending on the scope of services, there may be a minimum fee threshold.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthCharitable GivingBusiness Owners
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Advisor Information

Office location

5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Investrust Consulting, LLC
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Mariner Wealth Advisors, LLC
September 2016 - May 2017 · 8 mos
Mariner Wealth Advisors
August 2015 - May 2017 · 1 yr 9 mos
Bok Financial Advisors
January 2013 - August 2015 · 2 yrs 7 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.
Steven Lee Replogle - Financial Advisor | AdvisorDiscover