Wealth Management Strategies Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Wealth Management Strategies
1719 E. 71st St.
Tulsa, OK 74136
(918) 523-1999

Welcome to Wealth Management Strategies! We are an independent financial firm that has been helping our clients establish and maintain their short and long-term financial goals. 

If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can assist you in effectively pursuing your goals and objectives. 

We appreciate your interest in Wealth Management Strategies and sincerely look forward to serving you.

Regulations prohibit me from receiving recommendations on LinkedIn. The best recommendation you can give me is a client referral.

This communication is strictly intended for individuals residing in the states of AR, AZ, FL, MO, OK & TX.   No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  

"Securities and advisory services offered through Commonwealth Financial Network, member www.finra.org www.sipc.org a Registered Investment Adviser". 

“Please see our Terms of Use here: www.commonwealth.com/termsofuse.html”

Find Wealth Management Strategies employees' phone numbers or email addresses

Wealth Management Strategies Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Oceania
1

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  • New Zealand
    1

Wealth Management Strategies's Leadership

  • Stylized image of a person
    D. A. R.
    President
    Phone icon
  • Stylized image of a person
    J. M.
    President/Owner
    Phone icon

Contact profiles from Wealth Management Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. A. R.
    President
    Phone icon
    United StatesDistrict of Columbia
    Apr 25, 2025
  • Stylized image of a person
    J. M.
    President/Owner
    Phone icon
    United StatesOklahoma
    Jul 29, 2024

Frequently Asked Questions

What is Wealth Management Strategies known for?

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Wealth Management Strategies was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Wealth Management Strategies's company overview page for more information.

What is Wealth Management Strategies's most common email format?

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Wealth Management Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Management Strategies email formats with LeadIQ.

How many employees does Wealth Management Strategies have currently?

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Wealth Management Strategies has approximately 5 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Wealth Management Strategies's key employees and leadership?

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As of December 2025, Wealth Management Strategies's key employees include:

  • President: D. A. R.
  • President/Owner: J. M.

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