William Jezek

from Olistico Wealth, LLC
SEC regulated
Regulated Investment Advisor
William Jezek is a financial advisor based in Oklahoma, Tulsa, with 12 years of experience. William currently works for Olistico Wealth, LLC. William maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Jezek works at Olistico Wealth, LLC
Olistico Wealth, LLC is a financial advisory firm based in Tulsa, Oklahoma. It currently has approximately $164,309,375 of assets under management and employs about 4 people. Olistico Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2431 East 61st Street, Suite 175, Tulsa, Oklahoma, 74136

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