Russell I. Gehring

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CRD#: 7173587

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Ivan Gehring, who also goes by Russ IVan Gehring, Russ Gehring, was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 2019. Russell had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Russ Ivan Gehring | Russ Gehring

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)SOUTHERN HILLS COUNTRY CLUB; INVESTMENT RELATED - NO; TULSA, OK 74136; COUNTRY CLUB; TENNIS COACH; 09/2017; HRS MO/BUSINESS: 0, HRS MO/TRADING: 0; TENNIS COACH 2)Name of Business : Stolper Asset Management Address: Tulsa, OK Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related:Yes Start Date: 09/03/2019 Hours per month devoted to this business: 80 Hours per month devoted to this business during trading hours: 70 Description of duties: Managing relationships, establishing new client relationships through the onboarding process and meeting with prospective clients.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 5, 2020 - June 6, 2022

WEALTH OKLAHOMA

RIA

CRD#: 132962

Tulsa, OK

Past

January 24, 2020 - January 24, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TULSA, OK

Past

November 6, 2019 - July 15, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

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".

WEALTH OKLAHOMA

STOLPER ASSET MANAGEMENT | WEALTH OKLAHOMA | THE STOLPER COMPANY LLC DBA STOLPER ASSET MANAGEMENT | THE STOLPER COMPANY LLC | THE STOLPER COMPANY L.L.C.

CRD#: 132962 / SEC#: 801-79338

RIA

Registered Investment Advisory firm - (4/2/2014 Approved)

Louisiana

Registered Investment Advisory firm - (4/8/2014 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/4/2014 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2014 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 1/24/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/29/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/27/2019

Securities Industry Essentials Examination

Current Firm

WEALTH OKLAHOMA

STOLPER ASSET MANAGEMENT | WEALTH OKLAHOMA | THE STOLPER COMPANY LLC DBA STOLPER ASSET MANAGEMENT | THE STOLPER COMPANY LLC | THE STOLPER COMPANY L.L.C.

CRD#: 132962 / SEC#: 801-79338

RIA

Registered Investment Advisory firm - (4/2/2014 Approved)

Louisiana

Registered Investment Advisory firm - (4/8/2014 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/4/2014 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2014 Terminated)

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Contact information

Main Address

2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516

Mailing Address

Phone number

(918) 745-6060

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

STOLPER ASSET MANAGEMENT AMENDED ADV PART 2 (5/8/2025)

Regulatory assets under management

Total Number of Accounts	336
AUM (Assets Under Management)	$ 307,420,448

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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Russell I. Gehring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WEALTH OKLAHOMA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WEALTH OKLAHOMA

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2020

Series 7TO

Date: 11/29/2022

SIE

Date: 9/27/2019

Current Firm

WEALTH OKLAHOMA

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH OKLAHOMA

TRUST BUT VERIFY

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