Denise A. Lant, CFP<sup>&reg;</sup> - Financial Advisor

Denise A. Lant, CFP®

Financial Planner

Regent Financial Services

7134 S. Yale Ave, Ste 700
Tulsa, OK 74136
FINANCIAL ADVISOR'S WEBSITE
(918) 493-4190 CONNECT WITH Denise
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General

Denise Lant is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Regent Financial Services in Tulsa, OK and the surrounding communities.

Financial Advisor Overview

Regent Financial Services, Inc. was founded in 2002, to assist you in every aspect of your financial life. For over a decade, Regent Financial Services has provided top level, personal service earning a reputation for excellence in the industry. We strive to help you create financial stability and security to promote financial independence. Our Certified Financial Planning™, and Chartered Retirement Planning Counselor® professionals, investment advisors, and staff at Regent Financial Services are ready to help you pursue your dreams and overcome your fears through creative, personalized financial strategies. Contact me today to schedule a complimentary consultation to get your investment goals off the ground.

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Financial Advisor Experience

Denise A. Lant, CFP®, is a well-diversified financial professional serving individuals and small businesses. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, she focuses on retirement planning and special needs planning. For individuals, Denise provides written financial plans that combine investments, insurance, taxes, retirement planning and estate planning. She is an expert in explaining complicated information in plain English. And she has personal experience with special needs issues. For small businesses, Denise provides advice on retirement plans such as 401(k)s, SIMPLE plans, SEP plans and other benefits for owners and employees. Before her financial service career, Denise worked in several industries including oil and gas, environmental management, travel, and volunteer organizations. Her broad experience benefits both individuals and business owners/managers. Customer service is her top priority. Denise has a Bachelor of Arts degree in Geology from Gustavus Adolphus College in St. Peter, Minnesota. She completed the Personal Finance Planning curriculum at the University of Houston and is a board member and past President of the Financial Planning Association of Tulsa. She also serves on the Board of the Jump Start Coalition of Oklahoma and Camp Fire Green Country. Denise and her husband Kevin have been married for 30 years and enjoy traveling around the world.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ, CA, CO, NM, NV, OK, TX, WI
  • Health/disability insurance: CO, NV, OK, TX
  • Fixed annuities: AZ, CA, CO, NM, NV, OK, TX, WI
  • Variable annuities: AZ, CA, CO, NM, NV, OK, TX, WI

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities Offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Regent Financial Services, a registered investment advisor and separate entity from LPL Financial.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Special Needs

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Helpful Financial Planning Resources