Allison Bruns Stolper
Investment adviser representative at Wealth Oklahoma
13 yearsExperience
1 stateRegistered in
$356.3MFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Wealth OklahomaNov 2025 to now
- Raymond James Financial Services Inc.Jul 2025 to now
- Bok FinancialJul 2021 to Jul 2025
- Bok FinancialMay 2020 to Aug 2020
- BenefitfocusMay 2019 to Aug 2019
- University of OklahomaAug 2017 to May 2021
- Booker T. Washington High SchoolAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8080308
- Firm CRD
- 132962