Principal & Financial AdvisorSageoak Financial, LLCCRD 1574466
About Steven Wayne Ellis
Steven Wayne Ellis is listed as Principal & Financial Advisor at Sageoak Financial, LLC in Tulsa, OK. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Sageoak Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven Wayne Ellis work?
Steven Wayne Ellis is listed as Principal & Financial Advisor at Sageoak Financial, LLC on SEC Form ADV.
How much of Sageoak Financial, LLC does Steven Wayne Ellis own?
Form ADV reports a beneficial ownership band of 25-50%.