Darenda Hanson

CORE WEALTH MANAGEMENT

Oklahoma City, OK 73132

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CRD#: 7310291

Professional summary

Darenda Hanson, who also goes by Darenda Smoot, is a registered financial advisor currently at CORE WEALTH MANAGEMENT, LLC located in Oklahoma City, Oklahoma.

Darenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Darenda has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darenda Smoot

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.

FOCUSED FINANCIAL COACHING; NOT INVESTMENT RELATED; 108 N CLAYTON RD, EDMOND OK 73034; FINANCIAL COACHING; OWNER; FINANCIAL COACH; SINCE 03/2018, 20 HOURS/MONTH DEVOTED TO THIS BUSINESS; COACHING COUPLES AND INDIVIDUALS ON THIER DAY-TO-DAY SPENDING HABITS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darenda Hanson'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

February 1, 2021 - Present

CORE WEALTH MANAGEMENT, LLC

Office #1: 8901 Commerce Park Drive, Oklahoma City, OK 73132

RIA

CRD#: 158457

Oklahoma City, 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

Oklahoma
(2/1/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2021

Uniform Investment Adviser Law Examination

Current Firm

CORE WEALTH MANAGEMENT, LLC

CORE WEALTH MANAGEMENT | CORE WEALTH MANAGEMENT, LLC

CRD#: 158457 / SEC#:

Oklahoma

Registered Investment Advisory firm - (9/12/2011 Approved)

Texas

Registered Investment Advisory firm - (9/19/2011 Conditional Restricted)

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Contact information

Main Address

8901 Commerce Park Drive, Oklahoma City, OK 73132

Mailing Address

Phone number

(405) 720-1244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 31,000,000

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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Darenda Hanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darenda Hanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2021

Current Firm

CORE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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