Christi Powell has been an investment adviser representative at Perissos Private Wealth Management since December 2023, and is not listed among the firm’s executive officers or direct owners.
Perissos Private Wealth Management, LLC is a Bethany, OK firm with $167M under management, 264 clients and 2 advisers across 3 offices, as of its June 2026 filing.
Christi Powell is Financial Advisor of Perissos Private Wealth Management, based in Bethany, Oklahoma. Before merging her firm with Perissos, she founded Falcon Financial of Oklahoma, LLC. She is the past President of the FPA of Central Oklahoma and volunteers with BetterInvesting, a non-profit that educates individual investors.
Christi Powell’s longest registration was 16 years at Falcon Financial of Oklahoma, LLC (2007–2024). Before joining Perissos Private Wealth Management in 2023, Christi Powell was registered through Falcon Financial of Oklahoma, LLC.
- – present · 2 yearsEdmond, OK · Adviser representative · Firm CRD 217514
- Falcon Financial of Oklahoma, LLC– · 16 yearsEdmond, OK · Adviser representative · Firm CRD 144612
Professional designations
Listed by Perissos Private Wealth Management
- CFP®
- RICP®
Investment adviser representative registrations
Christi Powell is registered as an investment adviser representative in 2 states. Each was approved in December 2023.
- OklahomaSince 15 December 2023
- TexasSince 15 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 July 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Christi Suzanne Powell
- CRD
- 5379104
- Firm
- Perissos Private Wealth Management · CRD 217514
- Office
- Edmond, OK
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- perissosprivatewealth.com
Where does Christi Powell work?
Christi Powell is an investment adviser representative registered through Perissos Private Wealth Management, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Christi Powell a financial advisor?
Yes. Christi Powell has a current investment-adviser registration in Oklahoma and Texas, through Perissos Private Wealth Management since December 2023.
How many years of experience does Christi Powell have?
Christi Powell has 19 years in the financial industry, since July 2007, across 2 adviser firms.
What exams has Christi Powell passed?
Christi Powell passed the Series 65 in July 2007.
Where is Christi Powell based?
Christi Powell’s registered office is in Edmond, OK.
Is Christi Powell registered with FINRA?
No. Christi Powell has no current broker registration.
Is Christi Powell a CFP?
Perissos Private Wealth Management lists Christi Powell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Christi Powell’s record?
Search CRD 5379104 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christi Powell’s full registration record.