Joanna S. Mccall

WEALTH MANAGEMENT SOLUTIONS

Oklahoma City, OK 73132

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CRD#: 3126628

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joanna S. Mccall'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: 1999

Experience

Current

July 26, 2018 - Present

WEALTH MANAGEMENT SOLUTIONS

Office #1: 5830 Nw Expressway #306 (mailing Address), Oklahoma City, OK 73132

RIA

CRD#: 296875

Oklahoma City, OK

Past

January 9, 2008 - December 22, 2010

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

JACKSON, TN

Past

May 12, 2005 - December 31, 2007

WOLF FINANCIAL MANAGEMENT, LLC

CRD#: 44225

OKLAHOMA CITY, OK

Past

March 13, 2000 - May 11, 2005

WILBANKS SECURITIES, INC.

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

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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: 10/6/1999

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/8/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/30/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/15/2002

General Securities Principal Examination

Current Firm

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)

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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

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC WMS BROCHURE JANUARY 2026 (1/13/2026)

Regulatory assets under management

Total Number of Accounts	259
AUM (Assets Under Management)	$ 106,305,710

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.

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Joanna S. Mccall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joanna S. Mccall's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER OAK SECURITIES, INCORPORATED

WOLF FINANCIAL MANAGEMENT, LLC

WILBANKS SECURITIES, INC.

ROBERT STEPHEN CAPITAL MANAGEMENT LLC

BIRCHTREE FINANCIAL SERVICES LLC

Primary Firm SEC Registration

WEALTH MANAGEMENT SOLUTIONS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/6/1999

Series 65

Date: 9/8/1998

Series 7

Date: 9/30/1999

Series 24

Date: 2/15/2002

Current Firm

WEALTH MANAGEMENT SOLUTIONS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT SOLUTIONS

TRUST BUT VERIFY

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