Profilo
Mr. Charles T.
Wisdom, CPA, is a Chief Executive Officer at Disciplined Investments LLC.
As Chief Executive Officer of HoganTaylor Wealth, He leads the wealth management subsidiary of HoganTaylor that specializes in a holistic approach to wealth management for individuals, families, and business owners.
He received his undergraduate degree from the University of Tulsa
Posizioni attive di Charles Todd Wisdom
| Società | Posizione | Inizio |
|---|---|---|
Disciplined Investments LLC
 Disciplined Investments LLC Investment ManagersFinance Disciplined Investments LLC, HoganTaylor Wealth (HTW), is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 2010 and is majority owned by HoganTaylor LLP. HTW provides integrated wealth management strategies for individuals, families, and business owners. | Amministratore Delegato | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Disciplined Investments LLC
Disciplined Investments LLC Investment ManagersFinance Disciplined Investments LLC, HoganTaylor Wealth (HTW), is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 2010 and is majority owned by HoganTaylor LLP. HTW provides integrated wealth management strategies for individuals, families, and business owners. | Finance |
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