Summer N Caudle
Investment adviser representative at Scissortail Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$568.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Level Four Financial, LLCNov 2018 to now
- Scissortail Wealth Management, LLCNov 2018 to now
- UBS Financial Services IncFeb 2009 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OK).
Scissortail Wealth Management, LLC
$568.2MAssets managed
485Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5245658
- Firm CRD
- 297761