WARD WEALTH MANAGEMENT SERVICES, INC.
CRD #117810 SEC #801-68992 STILLWATER, OK 405-372-8440
SEC Registered
Total AUM
$32.8M
Discretionary
$32.8M
Employees
1
Clients
1
Accounts
261
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 3, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARD, JAMES, CLEYON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, JAMES, CLEYON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, JAMES, CLEYON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, JAMES, CLEYON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, JAMES, CLEYON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, JAMES, CLEYON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 3, 2012 REGISTERED
Notice Filings (2)
OK TX
Address
110 WEST HALL OF FAME AVENUESTILLWATER, OK 74075
United States
Phone: 405-372-8440