Allan K. Booher

OSAIC WEALTH

Tulsa, OK 74119

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CRD#: 1986884

Professional summary

Allan Keith Booher, CFP® is a registered financial advisor currently at OSAIC WEALTH, INC. located in Tulsa, Oklahoma.

Allan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Allan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. ALLAN K. BOOHER,CPA., INC POSITION: president NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1982 ADDRESS: P. O. Box 215, luther OK 73054 DESCRIPTION: tax prepartion, accounting 2. GREAT AMERICAN LAND COMPANY POSITION: owner NATURE: real estate development, sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1975 ADDRESS: P. O. Box 215, luther OK 73054 DESCRIPTION: real estate investment, sales 3. COMMUNICATION FEDERAL CREDIT UNION POSITION: Board member NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2014 ADDRESS: 4141 N W expressway, Ste 200, oklahoma city OK 73116 DESCRIPTION: Review business statements of credit union 4. CUE FINANCIAL OF OKLAHOMA POSITION: owner NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 4141 nw expressway, ste 140, oklahoma city OK 73116 DESCRIPTION: Fixed insurance, life insurance, disability in surance, long term care , health insurance, fixed annuities. 5. FIRST CHRISTIAN CHURCH OF LUTHER POSITION: Board member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 401 east first street, luther OK 73054 DESCRIPTION: decide business of the church 6. LION FOUNDATION POSITION: director NATURE: provide scholarships to graduating seniors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1995 ADDRESS: 108 south main, luther OK 73054 DESCRIPTION: fund raising 7. MBAB, LLC POSITION: owner NATURE: LLC, Real estate investment and developement. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2018 ADDRESS: p o box 215, luther OK 73054, United States DESCRIPTION: Managing the llc, making decisions about development 8. LUTHER D AND T,LLC , COMMERCIAL RENTAL PROPERTY POSITION: managing member NATURE: llc to purchase rental building INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2020 ADDRESS: p o box 215, luther OK 73054, United States DESCRIPTION: Manage commercial rental property 9. CUE FINANCIAL INVESTMENTS,LLC POSITION: member NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 4141 NW expressway, suite 140, Oklahoma City OK 73116, United States DESCRIPTION: Help with the management of the llc. Investments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allan Keith Booher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Allan Keith Booher'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

Experience

Current

January 19, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 108 E 8th St, Tulsa, OK 74119Office #2: 801 S Boston, Tulsa, OK 74119Office #3: 109 S Main, Luther, OK 73054Office #4: 427 Nw 6th St, Oklahoma City, OK 73102Office #5: 100 Ne 150th St, Edmond, OK 73013Office #6: 300 12th Ave Se, Norman, OK 73071Office #7: 950 N Aspen, Broken Arrow, OK 74012Office #8: 4141 Nw Expressway Suite 140, Oklahoma City, OK 73116Office #9: 12312 E 86th St, North Owasso, OK 74055

RIA

CRD#: 23131

Tulsa, OK

Current

January 19, 2024 - Present

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Tulsa, OK

Past

October 23, 2015 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

OKLAHOMA CITY, OK

Past

October 23, 2015 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OKLAHOMA CITY, OK

Past

February 17, 2010 - October 31, 2015

LEVEL FOUR FINANCIAL, LLC

RIA

CRD#: 25700

OKLAHOMA CITY, OK

Past

February 17, 2010 - October 31, 2015

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

OKLAHOMA CITY, OK

Past

October 7, 2009 - February 10, 2010

APPLE TREE INVESTMENTS, INC.

CRD#: 144444

LITTLE ROCK, AR

Past

August 3, 2009 - October 2, 2009

FOOTHILL SECURITIES, INC.

CRD#: 1027

OKLAHOMA CITY, OK

Past

September 23, 1997 - September 30, 2009

CUE FINANCIAL GROUP, INC.

RIA

CRD#: 21033

OKLAHOMA CITY, OK

Past

May 19, 1997 - August 3, 2009

CUE FINANCIAL GROUP, INC.

CRD#: 21033

OKLAHOMA CITY, OK

Past

May 15, 1992 - June 9, 1997

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

January 2, 1990 - March 11, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/19/2024)

Arkansas
(1/19/2024)

California
(1/19/2024)

Colorado
(1/19/2024)

Florida
(1/19/2024)

Georgia
(1/19/2024)

Kansas
(1/19/2024)

Kentucky
(1/19/2024)

Louisiana
(1/19/2024)

Minnesota
(1/19/2024)

Missouri
(1/31/2025)

Nevada
(1/19/2024)

New Hampshire
(1/19/2024)

New Jersey
(6/5/2025)

New Mexico
(1/19/2024)

North Carolina
(1/19/2024)

North Dakota
(1/19/2024)

Ohio
(6/17/2025)

Oklahoma
(1/19/2024)

IAR

Oklahoma
(1/19/2024)

Oregon
(1/19/2024)

Pennsylvania
(1/19/2024)

South Carolina
(1/19/2024)

Tennessee
(1/19/2024)

Texas
(1/19/2024)

Washington
(1/19/2024)

West Virginia
(1/19/2024)

Wisconsin
(1/19/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/26/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/1998

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 5/11/1990

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Allan K. Booher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allan Keith Booher's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Allan Keith Booher's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

LEVEL FOUR FINANCIAL, LLC

LEVEL FOUR FINANCIAL, LLC

APPLE TREE INVESTMENTS, INC.

FOOTHILL SECURITIES, INC.

CUE FINANCIAL GROUP, INC.

CUE FINANCIAL GROUP, INC.

AVANTAX INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/1994

Series 63

Date: 10/27/1989

SIE

Date: 10/1/2018

Series 7

Date: 7/21/1998

Series 6

Date: 12/26/1989

Series 24

Date: 9/22/1998

Series 26

Date: 5/11/1990

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

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