Don T. Hardcastle

COACHWISE FINANCIAL SOLUTIONS

Tulsa, OK 74133-3135

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CRD#: 866473

Professional summary

Don Thomas Hardcastle, who also goes by Don T Hardcastle, is a registered financial advisor currently at COACHWISE FINANCIAL SOLUTIONS, INC. located in Tulsa, Oklahoma.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Don has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don T Hardcastle

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 Don Thomas Hardcastle'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, 2005 - Present

COACHWISE FINANCIAL SOLUTIONS, INC.

Office #1: 7225 S. 85th E. Ave., Ste.100, Tulsa, OK 74133-3135

RIA

CRD#: 133271

Tulsa, OK

Past

July 26, 2004 - August 3, 2006

FWC WEALTH ADVISORS LLP

RIA

CRD#: 131044

TULSA, 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
(1/6/2005)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/9/2004

Uniform Investment Adviser Law Examination

Current Firm

COACHWISE FINANCIAL SOLUTIONS, INC.

COACHWISE FINANCIAL SOLUTIONS LLC | COACHWISE FINANCIAL SOLUTIONS, INC.

CRD#: 133271 / SEC#:

Arkansas

Registered Investment Advisory firm - (12/22/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (1/6/2005 Approved)

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Contact information

Main Address

7225 S. 85th E. Ave., Ste.100, Tulsa, OK 74133-3135

Mailing Address

Phone number

(918) 872-1732

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	451
AUM (Assets Under Management)	$ 44,146,461

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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Don T. Hardcastle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Thomas Hardcastle's CRS (Customer Relationship Summary).

Certified licenses

Experience

COACHWISE FINANCIAL SOLUTIONS, INC.

FWC WEALTH ADVISORS LLP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2004

Current Firm

COACHWISE FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COACHWISE FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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