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SM

Sandra K. Minardi

SANDMAN WEALTH MANAGEMENT
TULSA, OK 74136
Some features on this profile are disabled
CRD#: 7451394
SM

Professional summary

Sandra Kay Minardi is a registered financial advisor currently at SANDMAN WEALTH MANAGEMENT located in Tulsa, Oklahoma.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sandra has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Sandra Kay Minardi'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

January 6, 2026 - Present

SANDMAN WEALTH MANAGEMENT

Office #1: 6846 S Canton Ave Suite 155, Tulsa, OK 74136
RIA
CRD#: 338989
TULSA, OK
Past

October 6, 2021 - February 5, 2026

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Grove, 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
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/14/2021
Uniform Investment Adviser Law Examination

Current Firm

SW
SANDMAN WEALTH MANAGEMENT
SANDMAN FINANCIAL INC. | SANDMAN WEALTH MANAGEMENT

CRD#: 338989 / SEC#:

Oklahoma
Registered Investment Advisory firm - (1/6/2025 Approved)
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Contact information

Main Address
6846 S Canton Ave Suite 155, Tulsa, OK 74136
Mailing Address
Phone number
(918) 791-0393
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

SANDMAN WEALTH MANAGEMENT

CRD#: 338989Tulsa, OK 74136

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