Oath Planning, LLC

CRD 299187 · Tulsa, OK · $284.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299187
SEC number: 801-128168
Firm type: RIA
Assets under management: $284.7M as of Feb 3, 2026
Website: www.instagram.com/oathplanning/?hl=en ↗
Phone: 888-534-4330
Address: 1214 East 33rd Street, Tulsa, OK, 74105

Advisors at this firm

6 in our index · page 1 of 1

Camille Joanne BouvetCRD 6357464 · San Diego, CA

IA RegisteredRegistration inactive
Brian Russell KelleyCRD 7034450 · Brooklyn, NY

IA Registered
Jacob Jackson KerksieckCRD 7188286 · Fayetteville, AR

IA Registered
Rachel Marie ReinkeCRD 7476007 · Round Rock, TX

IA Registered
Alec Cole SpringCRD 7232710 · Tulsa, OK

IA RegisteredRegistration inactive
Rodney Thomas YancyCRD 7030454 · Tulsa, OK

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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