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Welcome to Sowell Advisors

Sowell Advisors is a network of nationwide independent financial advisors who work with Sowell Management in an advisory capacity. As fiduciaries, Sowell advisors focus on helping their clients plan for and achieve their wealth goals, putting client’s needs first. If you would like to work with a Sowell Advisor in your region, please contact Keith Krueger at 501-295-3935 or [email protected].

FIDUCIARY PLEDGE

We pledge to exercise our best efforts always to act in good faith and in the best interests for you and will act as a fiduciary. We will provide written disclosure, in advance, of any conflicts of interests that could reasonably compromise the impartiality of our advice. Moreover, in advance, we will disclose any and all compensation we will receive as a result of the products and services we provide you, and all fees we pay to others for referring you to us for the products and services we offer you. We recognize that you rely upon us, and are compensating us, for trustworthy advice; therefore, we acknowledge that this pledge covers all the products and services provided in this engagement.

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RICK PATRICK

Rick Patrick at Sowell Advisors offers a boutique experience for investors, one that is unconstrained by hierarchy, commission‐based investment solutions, or that has disparate business lines that could lead to a loss of vision in helping investors succeed. He uses Sowell Management personnel as well as other trusted sources to form a team approach. His mission is to achieve an unequaled standard of excellence by providing comprehensive wealth management and customized investment consulting to clients to assist them in making educated, intelligent financial decisions. He provides competent and unbiased investment advice, acting purely as an advocate for his clients and prices the service fairly.

Rick utilizes technical analysis tools to cut through the clutter of day-to-day market action, identifying meaningful patterns in daily share price movements. These can be applied at the country, sector, or individual share level, and across a variety of asset classes. The goal, always, is to manage risk and concentrate investments in those areas of the market with the highest probabilities for future out-performance.  Pillars of this approach include: Relative Strength, Top Down Approach, Offense or Defense, and Technical Market Indicators.

In addition to utilizing state-of-the-art resources such as Dorsey Write, IBD, First Trust, and Sowell Management’s Compliance and back office functionality, Rick provides the following to his clients:

• Professional management – working as a “fiduciary” we place your goals and needs first and foremost and always disclose potential conflicts of interest

• Personalized Strategies – investment asset allocation geared to meet your specific needs and financial goals, built individually to help you meet your specific requirements for growth, income, and preservation of capital

• Comprehensive communications and quarterly performance reporting – direct communication with us whenever needed. You will receive complete documentation of your account and timely reporting of results

• Open access to investment opportunities – we seek out the best investments to fulfill your goals and lifestyle

Terry Kolkmann

TERRY KOLKMANN

Terry Kolkmann received a B.S./B.A. degree from the University of Missouri, where he served as a professional business and social fraternity officer. He won the intramural doubles tennis championship and was the drummer in a rock band that played concerts with many of the tops rock groups of the time.  The band had a #1 record in several cities.

After college he worked in the medical sales field, followed by a tenure at a Tulsa-based real estate firm, where he managed the residential office and the commercial/investment department. He was responsible for the largest sale in the company’s history. In 1975 he entered the financial services field, distinguishing himself as “agent of the year” on multiple years. He attained his CLU and ChFC designations, holds various securities licenses, including a Registered Investment Advisor and has had his own financial planning firm for many years.

He served as President of the Tulsa Association of Insurance and Financial Advisors and served on the board of directors of the Oklahoma state association.

Terry was active in youth sports for many years, coaching youth soccer and baseball and refereeing soccer. He’s been active in his church, serving as Sunday School Superintendent, Youth Sponsor, Treasurer, Elder, Church Vice-President, as well as, multiple terms as President of two Lutheran churches in the Tulsa area. For 40 years he’s played tympani for an annual presentation of Handel’s Messiah.

He served in as an officer and board member for the Tulsa Kiwanis Club and its foundation. In 2017, he was named “Kiwanis Layman of the Year” for the Texas/Oklahoma District.  Terry and his wife, Valarie, have been married 50 years, have three children and two grandchildren. His hobbies include golf, playing drums, travelling and spending time with his family.