Financial Advisor | SageOak Financial, LLC | Tulsa, OK

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Clients

Secure File Upload

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Upload digital copies of requested files to our secure, encrypted client vault

Progress Meeting

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Schedule a regular progress meeting at your convenience

Phone Call

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Schedule a quick phone call to speak with your advisor


Blueleaf

Client Portal

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See all of your investments in one place, securely share documents with your advisor, and track overall portfolio performance


TD Ameritrade Institutional

Custodial Login

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Access your investments held at TD Ameritrade Institutional

Important Documents

SageOak’s Form ADV Part 2A and 2B(PDF)
SageOak’s Privacy Policy/Notice (PDF)

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