Broker Check

Our History

Gaddis & Gaddis Wealth Management


When the company opened its doors in 1995 as Linsco Private Ledger on Arlington Street in Ada, Oklahoma, it was the city’s only financial services firm which was not located on Main Street.  It was a daring move at the time by Founding Partner and LPL Registered Principal Roger Gaddis, but in subsequent years -- as more financial services institutions located in this area of town -- that daring move proved to be something else: independent thinking.

In fact, it has been independent thinking that has guided the firm throughout its 20-year history.  While Roger and Leigh Gaddis, co-founders of Gaddis & Gaddis Wealth Management, both had in-depth experience in the financial services industry prior to founding the firm, they realized that alignment with an independent financial services firm like LPL Financial would provide the better opportunity to serve their clients.

“The relationship with LPL Financial allows us work with clients to find the specific financial services and products to fit their individual needs,” Roger said.

It was this same independent, forward thinking that inspired Roger to combine his Certified Public Accounting certification with a CFP® (CERTIFIED FINANCIAL PLANNER™) certification.  Roger believes the combination offers a significant advantage in serving wealth management clients, yet only 10 percent of the estimated 70,000 CFPs in the U.S. are also licensed CPAs, according to the CFP Board.

Measured Growth

With early and ongoing success in Ada, the firm was able to expand into additional markets in Oklahoma.  In 1998 the firm added offices in Ardmore (to serve existing clients) and in McAlester (as a result of Leigh’s client relationships).  Then, in 2005, the firm acquired an existing practice in Durant, opening the fourth office to serve existing and new clients in that area.

And while growth and expansion are a measure of success, throughout its history, Gaddis & Gaddis Wealth Management has always maintained priority focus on client service and client relationships.

“There is an important balance or ratio between the number of clients a firm represents and the firm’s ability to provide quality service to those clients.  Maintaining that balance is of fundamental importance to this firm,” Roger said.

Client recognition is also important.  Over the years, Gaddis & Gaddis Wealth Management has organized client events and receptions to celebrate special moments in the history of the firm.  

Another special moment of recognition came in 2013 when the 6,500 member Oklahoma Society of CPAs presented Roger with its annual “Outstanding CPA in Financial Planning” award.*


20 Years and Counting

And so it is with the founding of the firm on January 16, 1995, that Gaddis & Gaddis Wealth Management began a 20 year history of service to clients in Ada, in Oklahoma and other markets in U.S.  With a firm foundation based on independent thinking and dedicated client service, Gaddis & Gaddis Wealth Management is poised for “more of the same” over the next 20 years.



Gaddis & Gaddis Wealth Management

Corporate Timeline


1995 On January 16, Roger Gaddis opens Ada office as an independent financial advisor associated with Linsco Private Ledger, predecessor of LPL Financial.

1998 In August, Gaddis & Gaddis Wealth Management Co-Founders Roger and Leigh Gaddis open offices in McAlester and Ardmore, Oklahoma.

2001 Roger Gaddis celebrates 20-year anniversary as a CPA (Certified Public Accountant).

2005 Gaddis & Gaddis Wealth Management opens office in Durant, Oklahoma.

2012 Oklahoma Governor Mary Fallin appoints Roger Gaddis to the Board of the Oklahoma Teachers Retirement System (OTRS).

Roger Gaddis celebrates 20-year anniversary as a CERTIFIED FINANCIAL PLANNER™.

2013 The Oklahoma Society of Certified Public Accountants (OSCPA) awards Roger Gaddis the annual “Outstanding CPA in Financial Planning Award” for 2013.*

2014 Oklahoma Governor Mary Fallin appoints Leigh Gaddis as a Commissioner for the Oklahoma Wildlife Conservation Commission.

Roger Gaddis is reappointed by Governor Fallin to a second term as a trustee on the OTRS Board.

2015 Gaddis & Gaddis Wealth Management celebrates 20th Year Anniversary.

2016 Derek Hines joins Gaddis & Gaddis Wealth Management as LPL Financial Advisor and Durant office manager.

2017 Roger Gaddis celebrates 30th year as a wealth manager in the financial services industry.

2018 Gaddis & Gaddis Wealth Management introduces PRIME 3600 Process and Principles system based 30-plus years of client service experience.

Derek Hines named Minority Interest Partner.


*This award is based on industry tenure, community involvement as well as a variety of other

factors.

Securities and advisory services offered through LPL Financial, a Registered Investment advisor.