Randy L. Thurman

RETIREMENT INVESTMENT ADVISORS

OKLAHOMA CITY, OK 73112

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CRD#: 1560189

Professional summary

Randy Loyn Thurman, CFP®, who also goes by Randall Loyn Thurman, Randy Thurman, is a registered financial advisor currently at RETIREMENT INVESTMENT ADVISORS INC located in Oklahoma City, Oklahoma.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Randy has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Social Security Planning

Investment Planning

Retirement Income Management

Do you have an area of expertise or specialization?

High Net Worth Client Needs

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Randall Loyn Thurman | Randy Thurman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Retirement Investment Advisors, Inc. - Investment advisory business - Investment advisor, 100% Time. Fee-only compensation. Bowie Thurman & Associates - Limited Liability Company - 50% owner, 100% Time. CEO, salary plus bonus. Randy L. Thurman, Author, Sole Proprietorship, Royalites.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Loyn Thurman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

April 11, 1997 - Present

RETIREMENT INVESTMENT ADVISORS INC

Office #1: 2925 United Founders Blvd., Oklahoma City, OK 73112

RIA

CRD#: 106316

OKLAHOMA CITY, OK

Past

August 20, 2003 - January 22, 2010

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

OKLAHOMA CITY, OK

Past

December 3, 1993 - December 31, 2002

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

OKLAHOMA CITY, OK

Past

June 4, 1990 - August 26, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

September 26, 1986 - June 5, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(4/11/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/10/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 Approved)

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Contact information

Main Address

2925 United Founders Blvd, Oklahoma City, OK 73112

Mailing Address

Phone number

(405) 842-3443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RETIREMENT INVESTMENT ADVISORS, INC. ADV PART 2A 11262025 (11/26/2025)

Regulatory assets under management

Total Number of Accounts	1,381
AUM (Assets Under Management)	$ 1,268,287,388

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Randy L. Thurman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Loyn Thurman's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT INVESTMENT ADVISORS INC

KESTRA INVESTMENT SERVICES, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RETIREMENT INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/10/1986

Series 7

Date: 9/20/1986

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT INVESTMENT ADVISORS INC

TRUST BUT VERIFY

Contact information

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