Thomas"Casey" Loper- Financial Advisor Tulsa, OK

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About Thomas "Casey" Loper

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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General Information

CRD#

5199516

Firm CRD#

164666

States Licensed in

OK, TX, AR, KS,

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

12 years advisor at Edward Jones 5 years LPL/Cornerstone Wealth Management

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Accident, Casualty, Disability, Property

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$92,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Education

BBA Business - Finance

Northeastern State University
08/01/2002 -05/01/2006

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

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Paladin Research Report For:

Thomas "Casey" Loper

Cornerstone Wealth Management