JM
Joanna S. Mccall
WEALTH MANAGEMENT SOLUTIONS
Oklahoma City, OK 73132
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CRD#: 3126628
JM
Professional summary
Joanna S. Mccall, CFP®, who also goes by Joanna Mccall, is a registered financial advisor currently at WEALTH MANAGEMENT SOLUTIONS located in Oklahoma City, Oklahoma.
Joanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Joanna has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joanna Mccall
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.
JOANNA MCCALL 4713 NW77th Street (Mailing Address) Oklahoma City, OK 73132 Owner 1999 TO Present 3 Hours a month, 0 During Trading Hours Licensed to sell life, health, Annuity and Long-Term Care Insurance JOANNA S. MCALL PC 4713 NW 77th Street (Mailing Address) Oklahoma City, OK 73132 Owner 1999 TO Present 24 Hours a week during business hours from February to April Tax preparation RODEN+FIELDS Owner 9/2012 TO Present Non-Investment Related Devotes about 5 Hours a week, during business hours Independent Skin Care Consultant - Direct Sales BRAVELY GLOBAL Brand Partner 8/2024 TO Present Non-Investment Related Devotes about 10 Hours a week, mostly during non-business hours Direct Sales of Natural Supplements
CRS (Client Relationship Summary) - RIA
Click below to view Joanna S. Mccall's 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®
Start date: 1999
Experience
Current
July 26, 2018 - Present
WEALTH MANAGEMENT SOLUTIONS
Office #1: 5830 Nw Expressway #306 (mailing Address), Oklahoma City, OK 73132RIA
CRD#: 296875
Oklahoma City, OK
Past
January 9, 2008 - December 22, 2010
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
JACKSON, TN
Past
May 12, 2005 - December 31, 2007
WOLF FINANCIAL MANAGEMENT, LLC
BD
CRD#: 44225
OKLAHOMA CITY, OK
Past
March 13, 2000 - May 11, 2005
WILBANKS SECURITIES, INC.
BD
CRD#: 40673
OKLAHOMA CITY, OK
Past
November 5, 1999 - August 15, 2018
ROBERT STEPHEN CAPITAL MANAGEMENT LLC
RIA
CRD#: 118588
OKLAHOMA CITY, OK
Past
October 1, 1999 - April 20, 2000
BIRCHTREE FINANCIAL SERVICES LLC
BD
CRD#: 15014
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".
WM
WEALTH MANAGEMENT SOLUTIONS
WEALTH MANAGEMENT SOLUTIONS | WEALTH MANAGEMENT SOLUTIONS LLC
CRD#: 296875 / SEC#: 801-134229
RIA
Registered Investment Advisory firm - (8/25/2025 Approved)Kansas
Registered Investment Advisory firm - (9/18/2025 Terminated)Louisiana
Registered Investment Advisory firm - (12/13/2021 Terminated)Oklahoma
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/18/2025 Terminated)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(7/26/2018)
IAR
Texas(8/15/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WM
WEALTH MANAGEMENT SOLUTIONS
WEALTH MANAGEMENT SOLUTIONS | WEALTH MANAGEMENT SOLUTIONS LLC
CRD#: 296875 / SEC#: 801-134229
RIA
Registered Investment Advisory firm - (8/25/2025 Approved)Kansas
Registered Investment Advisory firm - (9/18/2025 Terminated)Louisiana
Registered Investment Advisory firm - (12/13/2021 Terminated)Oklahoma
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/18/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Claremore, OK
Mailing Address
Phone number
(918) 499-1700
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 291 |
| AUM (Assets Under Management) | $ 116,171,121 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH MANAGEMENT SOLUTIONS
CRD#: 296875Oklahoma City, OK 73132TRUST BUT VERIFY
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