Susan Mary Mcdonald
Investment adviser representative at Wealth Oklahoma
16 yearsExperience
3 statesRegistered in
CFADesignation
$356.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Wealth OklahomaJul 2024 to now
- Stolper Asset ManagementMar 2010 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (LA, OK, TX).
Wealth Oklahoma
Legal name: The Stolper Company L.L.C.
$356.3MAssets managed
175Clients
4Advisers
12 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
- 5765402
- Firm CRD
- 132962