Karig Gene Stoup
Investment adviser representative at Trinity Strategic Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
Are you Karig Gene Stoup? Claim your profile
Contact this firm
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
- Pension consulting
Experience
13 years in the industry.
- Cabot Lodge Securities LLCOct 2025 to now
- Trinity Strategic WealthSep 2023 to now
- Nsm Enterprises, LLCJan 2020 to now
- Tulsa Wealth Advisors, IncOct 2013 to now
- Raymond James Financial Services Advisors Inc.Mar 2016 to Oct 2025
- Raymond James Financial Services, Inc.Jul 2014 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (OK).
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
$1.5BAssets managed
1,763Clients
17Advisers
1 yearIn 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
- 6264089
- Firm CRD
- 337956