Kevin Criss
Investment adviser representative at Scissortail Wealth Management, LLC
42 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
42 years in the industry.
- Scissortail Wealth Management, LLCApr 2021 to now
- UnemployedJun 2020 to Apr 2021
- R J Reynolds/reynolds AmericanJul 1984 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7363938
- Firm CRD
- 297761