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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

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

Troy E. Jones

CFP®, CeFT(r)

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

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
+1 More Number
(918) 523-1999
CONNECT WITH Jearl
  • facebook link
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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
  • linkedin link

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

2448 E 81st Street, Suite 2055
Tulsa, OK 74137
(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

Theodore J. Hughes

CFP®

Co-President

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

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Hughes Warren, Inc.

16350 Muirfield Place
Edmond, OK 73013
(405) 418-4080

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

Carol Ringrose Alexander

CFP®, AIF, CDFA

Executive Vice President

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

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Retirement Investment Advisors

3001 United Founders Blvd, Ste A
Oklahoma City, OK 73112
(800) 725-4530
+1 More Number
(405) 842-3443

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

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.

Falcon Financial of Oklahoma, LLC

14809 Carlingford Way
Edmond, OK 73013
(405) 326-9095
CONNECT WITH Christi
  • twitter link
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Thom S. Bowen

CFP®, CLU, ChFC

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

Financial Advisor serving Oklahoma and the surrounding communities.

Securian Advisors

7633 E 63rd Pl, Ste 450
Tulsa, OK 74133
(918) 459-9356

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
+1 More Number
(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

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

3311 W. Rock Creek Rd., Suite 110
Norman, OK 73072
(405) 310-2269
CONNECT WITH Shayne
  • facebook link
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  • 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

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

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
  • linkedin link

Amy Hubble

PhD, CFA, CFP®

Principal Advisor

Specialties: Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management,...More

Fee Only Financial Advisor serving Oklahoma and the surrounding communities.

Radix Financial, LLC

PO Box 21764
Oklahoma City, OK 73156-1764
(405) 673-5066
CONNECT WITH Amy
  • facebook link
  • twitter link
  • linkedin link

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®

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

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

Patricia A. Huffman

CFP®

Specialties:

Financial Advisor serving Oklahoma and the surrounding communities.

Edward Jones

409 S Duck St
Stillwater, OK 74074
(405) 780-7238

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

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

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