DS
CFP

Deanna Faye Stranglen

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
534 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$651.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Hourly Rate:$250 - $350/hr

Portfolio management fees are up to 2% annually, negotiable, and billed monthly in advance. Financial planning is offered at $250/hour for individual services and $350/hour for divorce planning, also negotiable. Pension consulting fees are up to 2% of plan assets or a fixed fee, negotiable. Clients are responsible for third-party fees. There is no minimum account size.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingDivorce Planning
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Advisor Information

Office location

4525 East 91st Street, Tulsa, OK, 74137

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Regulatory History (1)
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Regulatory
December 1997
Final
Other Business ActivitiesSells Insurance

Deanna is involved in real estate rental through Stranglen Properties, LLC and DRL Properties, LLC, dedicating about 10-20% of her time to each. She is also a sales consultant/rep for Mary Kay, Inc., and a licensed insurance agent, which may present a conflict of interest.

Employment History
Current Registrations
Cadent Capital Advisors, LLC
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
LPL Financial LLC
February 2012 - November 2022 · 10 yrs 9 mos
LPL Financial LLC Broker
February 2012 - November 2022 · 10 yrs 9 mos
UBS Financial Services INC.
August 2006 - January 2012 · 5 yrs 5 mos
UBS Financial Services INC. Broker
April 2005 - January 2012 · 6 yrs 9 mos
Park Avenue Securities LLC Broker
February 2004 - October 2004 · 8 mos
PFS Investments INC. Broker
June 2003 - October 2003 · 4 mos
PFS Investments INC. Broker
November 2001 - December 2002 · 1 yr 1 mo
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.