Mark E. Woody,  CFP<sup>&reg;</sup> - Financial Advisor

Mark E. Woody, CFP®

CLU, ChFC

CEO/Private Wealth Advisor

Kindred Wealth

581 Merchant Dr
Norman, OK 73069-6575
FINANCIAL ADVISOR'S WEBSITE
(405) 360-8836

General

Mark Woody is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kindred Wealth in Norman, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - APMA, CASL, CKA

Insurance Licenses

  • Life insurance: OK,TX,MI
  • Health/disability insurance: same
  • Fixed annuities: same
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources