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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
(918) 742-7526

Steven A. Henderson

CPA, PFS, CFP®

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

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

Union Financial Advisors, LLC

6140 S 104th E Ave, No 100
Tulsa, OK 74134
(918) 665-0001

Melinda M. Warren

CFP®

Co-President

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

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Hughes Warren Inc.

9150 N May Ave, Ste B
Oklahoma City, OK 73120
(405) 418-4080

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

Jearl W. Meeks

CPA, CFP®, CRPS®

Investment Adviser Representative

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

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

Wealth Management Strategies

1719 E 71st St
Tulsa, OK 74136
(800) 759-0214
(918) 523-1999
CONNECT WITH Jearl
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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

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

David N. Bize, III

CFP®

Financial Planner

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

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

David Bize

2525 NW Expressway, Suite 608
Oklahoma City, OK 73112
(405) 607-0768
CONNECT WITH David
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David St. John

CFP®

Financial Advisor

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

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

St. John Financial Group, Inc.

9500 N 129th East Ave, Ste 122
Owasso, OK 74055
(918) 272-7200

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

7712 S. Yale, Suite 240
Tulsa, OK 74136
(918) 794-4268

Kevin J. Wittrock

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Voya Financial Advisors

2232 NW 164th St
Edmond, OK 73013
(405) 285-9464

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

Beau H. Brock

CFP®

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

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

Brock and Associates, a private wealth advisory practice of Ameriprise Financial

5018 E 68th St, 1st Fl
Tulsa, OK 74136
(800) 256-1118
(918) 270-1999

Brandt T. Brock

CFP®

Financial Advisor

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

Financial Advisor serving Oklahoma and the surrounding communities.

Brock & Associates a Financial Advisory Practice of Ameriprise Financial

5018 E 68th St, 1st Fl
Tulsa, OK 74136
(918) 270-1999

William R. Tennant, Sr.

MBA, CPA, CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Oklahoma and the surrounding communities.

Advisors Financial Group

4401-B S Peoria Ave
Tulsa, OK 74105
(918) 747-1178

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.

201 E. Main Street
Norman, OK 73069
(405) 329-8884
CONNECT WITH Margaret
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Gordon T. Robinson

CFP®

OSJ, Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

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

Investment Designers of Tulsa, Inc

3314 E 51st St, Ste S
Tulsa, OK 74135
(800) 798-6446
(918) 747-6446

Jimmy J. Williams

CPA/PFS, CFP®

CEO/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.

Compass Capital Management, LLC

PO Box 795, 321 S 3rd St, Ste 4
McAlester, OK 74501
(918) 423-3222

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

Gregory K. Womack

CFP®

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

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Womack Investment Advisers, Inc.

1366 E 15th St
Edmond, OK 73013
(877) 340-1717
(405) 340-1717

Randy C. Cowell

MS, LUTCF, CFP®,CRPC

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

Financial Advisor serving Oklahoma and the surrounding communities.

ACT Financial Services, Inc.

4111 S Darlington Ave, Ste 800
Tulsa, OK 74135
(918) 664-0081

Dennis A. Zeimet

CFP®

Financial Advisor, RJFS

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

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

Tulsa Wealth Advisors | Raymond James

1375 E 71st St
Tulsa, OK 74136
(918) 492-2150 x2819
CONNECT WITH Dennis
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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
(580) 762-1121

Joseph W. Bowie

CFP®

Chief Executive Officer

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

Financial Advisor serving Oklahoma and the surrounding communities.

Retirement Investment Advisors, Inc.

2952 Via Esperanza
Edmond, OK 73013
(405) 241-1600

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

7712 S Yale, Ste 240
Tulsa, OK 74105
(918) 388-2009
CONNECT WITH David
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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.

14620 Hertz Quail Springs Pkwy
Oklahoma City, OK 73134
(800) 736-3642
(405) 844-9826

Jonathan M. Christensen

CFP®, MBA

Financial Advisor

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

Financial Advisor serving Oklahoma and the surrounding communities.

Merrill Lynch

6100 S. Yale Ave,, Suite 1500
Tulsa, OK 74136
(918) 493-7755
CONNECT WITH Jonathan
  • facebook link
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John T. Keown, III

CFP® MBA CRPC® AMPA®

Private Wealth Advisor

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

Financial Advisor serving Oklahoma and the surrounding communities.

Ameriprise Financial Services

4200 E Skelly Dr, Ste 1015
Tulsa, OK 74135
(918) 748-8191