Tyler A. Gray
SAGEOAK FINANCIAL
Tulsa, OK 74133-1738
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CRD#: 6163683
Professional summary
Tyler Allen Gray, AIF®, CFP®, who also goes by Tyler Allen Gay, is a registered financial advisor currently at SAGEOAK FINANCIAL, LLC located in Tulsa, Oklahoma.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tyler has worked at 1 firm and has passed the Series 65 exam.
Biography
I live in the Tulsa, OK area with my family, including my wife, who works as a Physician Assistant at a local hospital, and our three children.
Prior to starting SageOak, I worked and consulted with financial advisory firms in Florida and California. I also worked in intercollegiate athletics as a college golf and basketball coach prior to completing my MBA and CFP® certification.
My family and I are very active in our local church, and in my free time, I enjoy golf, exercise, reading, travel, and spending time with friends and family.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Comprehensive Financial Planni...
Retirement Income Management
Investment Planning
Life Transitions
Retirement Planning
Estate Planning
Long-term Care
Debt Management
Business Succession Planning
Education Planning
Social Security Planning
Small Business Planning
Inheritance
Budgeting
Insurance Planning
Health Care
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Tyler Allen Gay
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Allen Gray'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: 2015
Experience
Current
March 22, 2013 - Present
SAGEOAK FINANCIAL, LLC
Office #1: 6964 S. 69th East Ave., Tulsa, OK 74133-1738RIA
CRD#: 166927
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".
SAGEOAK FINANCIAL, LLC
SAGEOAK FINANCIAL, LLC | SEASONS FINANCIAL GROUP
CRD#: 166927 / SEC#: 801-122855
RIA
Registered Investment Advisory firm - (12/13/2021 Approved)Oklahoma
Registered Investment Advisory firm - (12/17/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2021 Terminated)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(3/22/2013)
IAR
Texas(5/4/2017)
Current Firm
SAGEOAK FINANCIAL, LLC
SAGEOAK FINANCIAL, LLC | SEASONS FINANCIAL GROUP
CRD#: 166927 / SEC#: 801-122855
RIA
Registered Investment Advisory firm - (12/13/2021 Approved)Oklahoma
Registered Investment Advisory firm - (12/17/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6964 S. 69th East Ave., Tulsa, OK 74133-1738
Mailing Address
Phone number
(918) 627-3700
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 655 |
| AUM (Assets Under Management) | $ 143,926,779 |
Red Flags
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Company Information
SAGEOAK FINANCIAL, LLC
CRD#: 166927Tulsa, OK 74133-1738TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
