Conard B. Terrell

REDSTONE WEALTH MANAGEMENT

Oklahoma City, OK 73120-4009

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CRD#: 5109982

Professional summary

Conard Brent Terrell, who also goes by Conrad Brent Terrell, is a registered financial advisor currently at REDSTONE WEALTH MANAGEMENT, LLC located in Oklahoma City, Oklahoma and PEAK BROKERAGE SERVICES, LLC located in Jupiter, Florida.

Conard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Conard has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Conrad Brent Terrell

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) DBA - Redstone Wealth Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conard Brent Terrell'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®

None

Experience

Current

January 8, 2021 - Present

REDSTONE WEALTH MANAGEMENT, LLC

Office #1: 3404 Nw 135th St, Oklahoma City, OK 73120-4009

RIA

CRD#: 311525

Oklahoma City, OK

Current

November 19, 2021 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999

CRD#: 157045

Jupiter, FL

Past

April 27, 2021 - December 6, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

EDMOND, OK

Past

October 9, 2018 - April 6, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

EDMOND, OK

Past

October 9, 2018 - December 6, 2021

LPL FINANCIAL LLC

CRD#: 6413

EDMOND, OK

Past

November 5, 2010 - October 9, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OKLAHOMA CITY, OK

Past

November 5, 2010 - October 9, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

OKLAHOMA CITY, OK

Past

August 20, 2008 - October 8, 2010

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

EDMOND, OK

Past

August 20, 2008 - October 8, 2010

ARVEST WEALTH MANAGEMENT

CRD#: 42057

EDMOND, OK

Past

January 17, 2007 - August 22, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

OKLAHOMA CITY, OK

Past

December 20, 2006 - August 22, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

OKLAHOMA CITY, 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".

REDSTONE WEALTH MANAGEMENT, LLC

CRD#: 311525 / SEC#: 801-127994

RIA

Registered Investment Advisory firm - (5/17/2023 Approved)

Oklahoma

Registered Investment Advisory firm - (3/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/7/2024 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.

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

IAR

Oklahoma
(2/26/2021)

Oklahoma
(11/19/2021)

IAR

Texas
(1/8/2021)

Texas
(11/19/2021)

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 66

Date: 1/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/24/2010

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

REDSTONE WEALTH MANAGEMENT, LLC

CRD#: 311525 / SEC#: 801-127994

RIA

Registered Investment Advisory firm - (5/17/2023 Approved)

Oklahoma

Registered Investment Advisory firm - (3/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/7/2024 Terminated)

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Contact information

Main Address

3404 Nw 135th St, Oklahoma City, OK 73120-4009

Mailing Address

Phone number

(405) 844-9933

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

REDSTONE WEALTH MANAGEMENT, LLC ERISA 3(21) PLAN BROCHURE (3/5/2025)

REDSTONE WEALTH MANAGEMENT, LLC FORM ADV PART 2 DISCLOSURE BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,096
AUM (Assets Under Management)	$ 153,844,160

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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Advisor Monitoring

Firm Stability Insights

Conard B. Terrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conard Brent Terrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK BROKERAGE SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

REDSTONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/19/2006

Series 24

Date: 11/24/2010

FINRA

Current Firm

REDSTONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDSTONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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