Allison Kate Fletcher
Investment Adviser Representative at Trinity Strategic Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Allison Kate Fletcher is an investment adviser representative with Trinity Strategic Wealth in Tulsa, OK, where they have been registered since 2025. They have worked in the securities industry since 2013 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oklahoma.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma
- Broker:
6 states and territories
Arizona, Arkansas, North Carolina, Oklahoma, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services IncAug 2013 – Oct 2025Tulsa, OK
- Raymond James Financial Services Advisors Inc.Jan 2014 – Oct 2025Tulsa, OK
- Trinity Strategic WealthJul 2011 – Oct 2025Enid, OK
- Cabot Lodge Securities LLCOct 2025 – no end date reportedSchaumburg, IL
- Trinity Strategic WealthOct 2025 – no end date reportedTulsa, OK
- Tulsa Wealth AdvisorsJul 2011 – no end date reportedTulsa, OK
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trinity Strategic Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers Financial Freedom Process, Retirement Planning, Asset Management, Strategies for Business Owners & Executives, Values-Based Investing, Medicare Consulting, Tax Planning, and Estate & Trust Planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tulsa, OK
- SEC file number:
- 801-134209
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at Trinity Strategic Wealth
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allison Kate Fletcher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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