BLESSED FINANCIAL INVESTMENTS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
EDMOND, Oklahoma
CRD number
319670
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blessed Financial Investments, LLC operates as a limited liability company focused on providing a range of financial advisory services. The firm emphasizes portfolio management for individuals and small businesses, alongside financial planning and the selection of other advisers. Additionally, they engage in educational seminars and workshops to enhance client understanding of financial matters. Blessed Financial Investments is classified as a capital allocator, indicating their active involvement in directing investments across various asset classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Micah Ogden

    CCOCRD 7534867

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EDMOND, OK

OKLAHOMA

Location

EDMOND, OK

Headquartered in EDMOND, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
2524 N Broadway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth