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41 Financial Planners in Oklahoma
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Charles R. Bigbie, III

CFP®

Branch Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Woodland Wealth Management

7233 S 85th E Ave, Ste 400
Tulsa, OK 74133
(918) 495-1244

James M. Brown

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Oklahoma and the surrounding communities.

J M Brown Financial Partner

7060 S Yale, Ste 701
Tulsa, OK 74136-5740
(918) 496-5460

Mark C. Butterworth

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Butterworth Financial Group, LLC

2642 E 21st St, Ste 280
Tulsa, OK 74114
(800) 659-0088
+1 More Number
(918) 742-7526

Troy E. Jones

CFP®, CeFT®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Access Financial Resources, Inc.

3621 NW 63rd St, Ste A1
Oklahoma City, OK 73116
(405) 848-9826
CONNECT WITH Troy
  • facebook link

Dan Safranek

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Safranek & Associates

3240 S Owasso Ave
Tulsa, OK 74105-2024
(918) 747-7816

Louise A. Schroeder

CFP®

Consultant and Educator

Specialties: Budget & Debt Management, Estate Planning, Insurance, Life Planning, Retirement, Long-term...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Louise Schroeder, Financial Planning Consultant and Educator

PO Box 1267
Stillwater, OK 74076
(405) 269-1475

Gary M. Stanislawski

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Regent Financial Services, Inc.

7134 S. Yale Ave, Ste 700
Tulsa, OK 74136
(918) 493-4190
CONNECT WITH Gary
  • facebook link
  • linkedin link

Aaron S. Archambo

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Employee...More

Financial Advisor serving Oklahoma and the surrounding communities.

Archambo Financial Advisors, Inc.

310 SE Osage
Bartlesville, OK 74003
(918) 336-2222

Randy L. Thurman

CFP®

Specialties: Charitable & Planned Giving, Investment Management, Retirement

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Retirement Investment Advisors, Inc.

2925 United Founders Blvd
Oklahoma City, OK 73112
(405) 842-3443

Sheree L. Ziemba

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Oklahoma and the surrounding communities.

Ameriprise Financial Services, LLC

2448 E 81st Street, Suite 2055
Tulsa, OK 74137
(918) 794-4268

Jeffrey A. Ashford

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Access Financial Resources, Inc.

3621 NW 63rd, Suite A-1
Oklahoma City, OK 73116
(405) 848-9826

Gail F. Van Nest

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Oklahoma and the surrounding communities.

Bridgepoint Financial

2808 Bison Drive
Edmon, OK 77096-3705
17133048773

Steven R. Conkin

CFP®, MBA

Owner/President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Conkin Financial Group,Inc

1616 E 19th St, Ste 404
Edmond, OK 73013-6628
(405) 348-6200
CONNECT WITH Steven
  • facebook link
  • twitter link
  • linkedin link

Margaret Doviak

Ph.D., CFP®

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

D.M. Wealth Management, Inc.

309 E. Main Street
Norman, OK 73069
(405) 329-8884
CONNECT WITH Margaret
  • facebook link
  • twitter link
  • linkedin link

Christi S. Powell

CFP®

Owner/Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Perissos PWM dba Falcon Financial of Oklahoma, LLC

14809 Carlingford Way
Edmond, OK 73013
(405) 752-7072
CONNECT WITH Christi
  • twitter link
  • linkedin link

Jimmy J. Williams

CPA/PFS, CFP®, CRPC®

CEO/Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Compass Capital Management, LLC

PO Box 795, 215 E Choctaw Ave, Ste 101
McAlester, OK 74501
(918) 423-3222

Shayne Lester

CFP®

Certified Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Partners in Planning Financial Services

3940 W Tecumseh Rd, Ste 100
Norman, OK 73072-1858
(405) 310-2269
CONNECT WITH Shayne
  • facebook link
  • twitter link
  • linkedin link

Eugene J. Smith, Jr.

CFP®

Trading & Operations Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Financial Advisor serving Oklahoma and the surrounding communities.

Chartmark Investments, Inc.

Utica Place Office Tower, 2200 S Utica Pl, Ste 525
Tulsa, OK 74114
(918) 477-7685

Michael L. Ramsey

CFP®

Specialties: Investment Management

Financial Advisor serving Oklahoma and the surrounding communities.

4501 N Classen Blvd, Ste 100
Oklahoma City, OK 73118-4822
(405) 843-3320

Mark E. Woody

CFP®, CLU, ChFC

CEO/Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Kindred Wealth

581 Merchant Dr
Norman, OK 73069-6575
(405) 360-8836

William P. Atkinson, III

CFP®, Esq.

Specialties:

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Access Financial Resources, Inc.

3621 NW 63rd St, Ste A 1
Oklahoma City, OK 73116
(405) 848-9826

William S. Bivin

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Bivin & Associates Inc

412 South 14th St, PO Box 510
Ponca City, OK 74601
(800) 352-3890
+1 More Number
(580) 762-1121

Joseph W. Bowie

CFP®

Retired Founder

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Oklahoma and the surrounding communities.

Retirement Investment Advisors, Inc.

2925 United Founders Blvd Ste A
Oklahoma City, OK 73112-4355
(405) 203-5391

David Karimian

CFP®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Ameriprise Financial Services, LLC

2431 E 61st Street, Suite 400
Tulsa, OK 74136
(918) 388-2009
CONNECT WITH David
  • facebook link
  • linkedin link

Phillip Bell

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

Financial Planning Resources

2250 E 73rd St, Ste 650
Tulsa, OK 74136
(918) 494-2929

Brooklyn H. Brock

CFP® CEPA® CHFC® CKA

Financial Planner

Specialties: Comprehensive Financial Planning, Succession Planning

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Ellevate Advisors LLC

7107 S. Yale Ave. #106
Tulsa, OK 74136
(628) 777-3553
CONNECT WITH Brooklyn
  • facebook link
  • linkedin link

Kristen D. Buchman

CFP®

Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Castlepoint Wealth Advisors

7308 N Classen Blvd.
Oklahoma City, OK 73116
(405) 705-2906

Autumn Knutson

CFP®

Founder, Lead Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Styled Wealth

Virtual
Tulsa, OK 74110
(918) 714-1234
CONNECT WITH Autumn
  • facebook link
  • twitter link
  • linkedin link

Rick T. Jurrens

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Oklahoma and the surrounding communities.

F.I.G. Financial Advisory Services, Inc.

14642 Bogert Pkwy
Oklahoma City, OK 73134
(800) 736-3642
+1 More Number
(405) 844-9826

Michael Benditz

CFP®

Specialties:

Financial Advisor serving Oklahoma and the surrounding communities.

Edward Jones

2546 E Kenosha St
Broken Arrow, OK 74014-6712
(918) 355-5711
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