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AS

Allison B. Stolper

WEALTH OKLAHOMA
TULSA, OK 74104-6516
Some features on this profile are disabled
CRD#: 8080308
AS

Professional summary

Allison Bruns Stolper, who also goes by Allison Nicole Bruns, Allison Stolper, is a registered financial advisor currently at WEALTH OKLAHOMA located in Tulsa, Oklahoma and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Tulsa, Oklahoma.

Allison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Allison has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allison Nicole Bruns | Allison Stolper

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 Allison Bruns Stolper'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®
None

Experience

Current

November 10, 2025 - Present

WEALTH OKLAHOMA

Office #1: 2021 S. Lewis Avenue Suite 301, Tulsa, OK 74104-6516
RIA
CRD#: 132962
TULSA, OK
Current

August 25, 2025 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 2021 S Lewis Ave Suite 301, Tulsa, OK 74104
BD
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".
WO
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)

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.
RR
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

RR
Arkansas
(12/16/2025)
RR
Kansas
(12/15/2025)
RR
Oklahoma
(10/30/2025)
IAR
Oklahoma
(11/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/28/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/25/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/3/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WO
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts336
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.

Company Information

WEALTH OKLAHOMA

CRD#: 132962Tulsa, OK 74104-6516

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