TW
Todd C. Welsh
SCISSORTAIL WEALTH MANAGEMENT
Tulsa, OK 74105
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CRD#: 3214419
TW
Professional summary
Todd Charles Welsh, CFP®, CIMA®, who also goes by Todd C Welsh, is a registered financial advisor currently at SCISSORTAIL WEALTH MANAGEMENT, LLC located in Tulsa, Oklahoma and LEVEL FOUR FINANCIAL, LLC located in Tulsa, Oklahoma.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Todd has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd C Welsh
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)RED WOLF HOLDINGS, LLC / 2702 E 45 PL TULSA,OK 74105; HOLD PRIVATE INVESTMENTS IN HEALTHPRO HERITAGE LLC AND CRYPTOCURRENCY MINING LLC; PARTNER; START DATE 5/19/13; 1 HOUR/MO NONE DURING TRADING; INVESTMENT RELATED 2)VASAYOK,LLC; 4940 E 105TH ST TULSA,OK 7413; HOLD PRIVATE INVESTMENT IN VASAYO; MANAGING PARTNER; START DATE 11/18/16; 1 HOUR/MO O DURING TRADING; INVESTMENT RELATED 3)Scissortail Holdings, LLC; 2702 E 45 PL Tulsa,OK 74105; HOLD REAL ESTATE INVESTMENTS; PARTNER; MANAGE COMMERCIAL REAL ESTATE INVESTMENTS; Start Date 9/30/15; 2 HRS/MO 1 HR DURING TRADING; INVESTMENT RELATED 4)La Fleur Industries, LLC; 2702 E 45 Pl Tulsa,OK 74105; HOLD PRIVATE INVESTMENTS IN RENTAL PROPERTY AND CRUSHED RED SOUTHWEST FRANCHISE; PARTNER; Start Date 12/17/10; 2 HRS/MO 1 HR DURING TRADING; INVESTMENT RELATED 5)SCISSORTAIL WEALTH MANAGEMENT, LLC; 1203 E 33RD ST TULSA OK 74105; INVESTMENT IN RIA AND INVESTMENT ADVISOR REPRESENTATIVE; PARTNER; START DATE 11/9/2018; 170 HOURS/MO 130 HRS DURING TRADING; INVESTMENT RELATED; 6) 3OE PROPERTIES LLC; 2702 E 45TH PL TULSA, OK 74105; MANAGING MEMBER; HOLDS INVESTMENTS IN REAL ESTATE; INVESTMENT RELATED; START DATE 7/22/19; 1 HOUR/MO DURING TRADING 7) STREET SCHOOL; 1135 S. YALE AVE, TULSA, OK 74112; MEMBER OF BOARD OF DIRECTORS OF SCHOOL; START DATE 5/1/20; 1 HOUR/MO DURING TRADING 8) EAGLE RESOURCES GROUP, LLC, 2448 E. 81ST STREET, STE 2000, TULSA, OK 74136; PRIVATE SECURITIES INVESTMENT; INVESTMENT RELATED; START DATE 12/1/2020; 0 HOUR/MO DURING TRADING 9) QUARRY INVESTORS 2, LLC, 321 S. BOSTON STE 200 TULSA OK 74103, PASSIVE INVESTMENT IN REAL ESTATE, 1% OWNER, 0 HOURS SPENT ON ACTIVITY, MARCH 21
CRS (Client Relationship Summary) - RIA
Click below to view Todd Charles Welsh'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: 2002
Experience
Current
January 15, 2023 - Present
SCISSORTAIL WEALTH MANAGEMENT, LLC
Office #1: 1203 East 33rd Street Suite 100, Tulsa, OK 74105RIA
CRD#: 297761
Tulsa, OK
Current
November 10, 2018 - Present
LEVEL FOUR FINANCIAL, LLC
Office #1: 1203 E. 33rd Street Suite 100, Tulsa, OK 74105BD
CRD#: 25700
Tulsa, OK
Past
November 9, 2018 - December 31, 2022
SCISSORTAIL WEALTH MANAGEMENT, LLC
RIA
CRD#: 297761
TULSA, OK
Past
January 16, 2009 - November 19, 2018
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
TULSA, OK
Past
January 16, 2009 - November 19, 2018
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
TULSA, OK
Past
July 7, 1999 - January 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
TULSA, OK
Past
June 3, 1999 - January 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
TULSA, OK
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".
SW
SCISSORTAIL WEALTH MANAGEMENT, LLC
SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD#: 297761 / SEC#: 801-114094
RIA
Registered Investment Advisory firm - (10/5/2018 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.RR
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
RR
Alabama(12/19/2019)
RR
California(11/10/2018)
RR
Delaware(11/10/2018)
RR
Georgia(5/24/2022)
RR
Kansas(6/21/2019)
RR
North Carolina(6/17/2025)
RR
Oklahoma(11/10/2018)
IAR
Oklahoma(1/15/2023)
RR
Texas(11/10/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SCISSORTAIL WEALTH MANAGEMENT, LLC
SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD#: 297761 / SEC#: 801-114094
RIA
Registered Investment Advisory firm - (10/5/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1203 East 33rd Street Suite 100, Tulsa, OK 74105
Mailing Address
Phone number
(918) 956-0500
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,571 |
| AUM (Assets Under Management) | $ 587,542,847 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD#: 297761Tulsa, OK 74105TRUST BUT VERIFY
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