Timothy Scott Powell
Investment adviser representative at Sageoak Financial, LLC
10 yearsExperience
1 stateRegistered in
$174.8MFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sageoak Financial, LLCAug 2024 to now
- New View Estate PlanningJun 2020 to now
- Tallgrass Estate PlanningSep 2017 to Jun 2020
- Gorospe and Smith, PllcSep 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OK).
Sageoak Financial, LLC
$174.8MAssets managed
263Clients
4Advisers
4 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
- 7974884
- Firm CRD
- 166927