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CRD 105506
OKLAHOMA CITY, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RICKY TODD JURRENS | Certified Financial Planner|Chartered Financial Consultant | OKLAHOMA CITY, OK | 23 | 44 | 1 | no |
| SAMUEL NATHAN JURRENS | Certified Financial Planner|Chartered Financial Analyst | OKLAHOMA CITY, OK | 13 | 16 | n/a | no |
| CHRISTOPHER TODD JURRENS | Certified Financial Planner | OKLAHOMA CITY, OK | 12 | 20 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| JURRENS, CHRISTOPHER, TODD | VICE PRESIDENT, DIRECTOR | Na | yes | 01/2012 | Aug 28, 2020 | Apr 23, 2024 |
| JURRENS, RICKY, TODD | CHIEF COMPLIANCE OFFICER | E | yes | 09/1984 | Mar 20, 2012 | Apr 23, 2024 |
| JURRENS, SAMUEL, NATHAN | VICE PRESIDENT, DIRECTOR | Na | yes | 01/2012 | Mar 20, 2012 | Apr 23, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 | $162M | $162M | 3 | 3 | 0 | n/a | n/a |
| 2024 | Jan 28, 2025 | $152M | $152M | 3 | 3 | 0 | n/a | n/a |
| 2023 | Mar 15, 2024 | $147M | $147M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Mar 8, 2023 | $138M | $138M | 3 | 3 | 0 | n/a | n/a |
| 2021 | Mar 3, 2022 | $158M | $158M | 3 | 3 | 0 | n/a | n/a |
| 2020 | Feb 23, 2021 | $127M | $127M | 3 | 3 | 0 | n/a | n/a |
| 2011 | Mar 20, 2012 | $52.2M | $52.2M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $162M | $152M | 7.0% | $138M | 5.6% | 3 | 3 | 0 | 0 |