Donnie D. Davis

COACHWISE FINANCIAL SOLUTIONS

Tulsa, OK 74133-3135

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CRD#: 4879835

Professional summary

Donnie Dale Davis is a registered financial advisor currently at COACHWISE FINANCIAL SOLUTIONS, INC. located in Tulsa, Oklahoma.

Donnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Donnie has worked at 1 firm and has passed the Series 65 exam.

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.

Part-time employee of SMH, LLC, as LPC-C on March 31, 2021; Located at 4444 E. 31st St., Tulsa, OK 74135; Offers counseling services; Not Investment Related; 3 hours per week during trading hours; Providing quality counseling and psychotherapy services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donnie Dale Davis'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®

None

Experience

Current

January 4, 2007 - Present

COACHWISE FINANCIAL SOLUTIONS, INC.

Office #1: 7225 S. 85th E. Ave., Ste.100, Tulsa, OK 74133-3135

RIA

CRD#: 133271

Tulsa, OK

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

Arkansas
(12/22/2022)

IAR

Oklahoma
(1/4/2007)

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

IAR

Series 65

Date: 12/4/2006

Uniform Investment Adviser Law Examination

Current Firm

COACHWISE FINANCIAL SOLUTIONS, INC.

COACHWISE FINANCIAL SOLUTIONS LLC | COACHWISE FINANCIAL SOLUTIONS, INC.

CRD#: 133271 / SEC#:

Arkansas

Registered Investment Advisory firm - (12/22/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (1/6/2005 Approved)

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Contact information

Main Address

7225 S. 85th E. Ave., Ste.100, Tulsa, OK 74133-3135

Mailing Address

Phone number

(918) 872-1732

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	451
AUM (Assets Under Management)	$ 44,146,461

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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Donnie D. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donnie Dale Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

COACHWISE FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/2006

Current Firm

COACHWISE FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COACHWISE FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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