Israel L. Cantrell

REDSTONE WEALTH MANAGEMENT

Oklahoma City, OK 73120-4009

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CRD#: 5810858

Professional summary

Israel Lee Cantrell, AIF®, who also goes by Lee Cantrell, is a registered financial advisor currently at REDSTONE WEALTH MANAGEMENT, LLC located in Oklahoma City, Oklahoma and PEAK BROKERAGE SERVICES, LLC located in Oklahoma City, Oklahoma.

Israel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Israel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee Cantrell

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 Israel Lee Cantrell'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®

AIF^®

Accredited Investment Fiduciary

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: 3404 Nw 135th Street, Oklahoma City, OK 73120

CRD#: 157045

Oklahoma City, OK

Past

April 27, 2021 - December 7, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

EDMOND, OK

Past

January 18, 2013 - April 6, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

EDMOND, OK

Past

January 18, 2013 - December 7, 2021

LPL FINANCIAL LLC

CRD#: 6413

EDMOND, OK

Past

September 3, 2010 - December 21, 2012

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OKLAHOMA CITY, OK

Past

August 6, 2010 - December 21, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

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

Arkansas
(11/19/2021)

Colorado
(11/19/2021)

Florida
(11/19/2021)

Idaho
(11/19/2021)

Illinois
(11/14/2023)

Kansas
(11/19/2021)

Missouri
(11/14/2023)

Nebraska
(11/19/2021)

North Carolina
(11/19/2021)

IAR

Oklahoma
(2/26/2021)

Oklahoma
(11/19/2021)

South Dakota
(10/25/2022)

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: 9/2/2010

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: 8/5/2010

General Securities Representative 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 (2/6/2026)

REDSTONE WEALTH MANAGEMENT, LLC FORM ADV PART 2 DISCLOSURE BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts	1,122
AUM (Assets Under Management)	$ 187,700,203

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

Israel L. Cantrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Israel Lee Cantrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDSTONE WEALTH MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

REDSTONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2010

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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