Years of Experience
5-20+ Years
OWASSO, OK
24 Years Experience
0 Disclosures
ADVISOR BIO
Brent Dale Keith is a financial advisor with over 20 years of experience in the industry. Brent has a strong background in both securities and investment advisory services and currently holds registrations in Oklahoma and Texas. Brent currently works at LPL Financial LLC and has worked for several other firms over the years.
SPECIALIZATIONS
OWASSO, OK
23 Years Experience
0 Disclosures
ADVISOR BIO
Brock M Rowlett is a registered representative with GWN Securities Inc. and has over 20 years of experience in the financial industry. Brock is a Series 7, 31, and 66 licensed advisor with a strong focus on providing financial advice and investment management. Brock has a history of working with clients across a range of investment needs, from individuals to businesses. Brock’s experience includes working with clients who are seeking financial planning, portfolio management, and market timing services.
SPECIALIZATIONS
Owasso, OK
20 Years Experience
0 Disclosures
ADVISOR BIO
Bryant Brown is a financial professional with over 20 years of experience in the financial services industry. Bryant is a registered representative and investment advisor representative with MWA Financial Services Inc. Bryant is licensed to provide securities and investment advisory services in multiple states. He holds several professional licenses, including Series 6, 63, 26 and 65. His areas of expertise include financial planning, portfolio management, and selection of other advisors. Bryant specializes in working with high-net-worth individuals, corporations and charitable organizations.
SPECIALIZATIONS
Owasso, OK
0 Disclosures
ADVISOR BIO
Chance Tuttle is an investment advisor representative registered with Retirement Plan Advisors, LLC. Chance is also registered as an Investment Adviser Representative in Oklahoma and Texas. Chance previously worked at PFS INVESTMENTS INC.. Chance has passed the Series 63 and 65 exams. Chance is a financial planner offering financial planning, pension consulting, educational seminars, and portfolio management services.
SPECIALIZATIONS
Owasso, OK
10 Years Experience
0 Disclosures
ADVISOR BIO
Courtney Tilley is a financial advisor associated with MWA Financial Services Inc. Courtney is a registered representative with Series 6 and Series 63 licenses. Courtney Tilley has been in the industry since 2015. MWA Financial Services Inc. specializes in providing financial planning, selection of other advisors, and portfolio management services. The firm has a long history of working with high-net-worth individuals, corporations, and other businesses.
SPECIALIZATIONS
OWASSO, OK
10 Years Experience
0 Disclosures
ADVISOR BIO
Dale Alimena is an investment advisor representative with Edward Jones. Dale has been working in the financial industry since 2014. Dale holds a Series 66, Series 7, and SIE licenses. Dale currently has registrations in 27 states. Dale's specializations include financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
OWASSO, OK
24 Years Experience
0 Disclosures
ADVISOR BIO
David St. john is a financial professional with over 20 years of experience in the industry. David has held various positions at different firms, including VSR Financial Services, Inc., ING Financial Partners, Inc., and Allstate Financial Services, LLC. Currently, David is an Investment Advisor Representative at Avantax Advisory Services. David is a Certified Financial Planner and a Chartered Financial Consultant, demonstrating his commitment to providing clients with comprehensive financial planning and wealth management services.
SPECIALIZATIONS
OWASSO, OK
10 Years Experience
0 Disclosures
ADVISOR BIO
Garrett Stephenson is a registered representative with GWN Securities Inc., licensed to provide securities advice and investment advisory services in California, Colorado, Hawaii, Missouri, New York, North Carolina, Oklahoma, and Texas. Garrett has been in the financial industry since 2014 and holds a Series 7, Series 66, and SIE licenses. Garrett's current employment with GWN Securities Inc. began in September of 2021 and they specialize in financial planning, market timing services, and the selection of other advisors. In addition to GWN Securities Inc., Garrett has been an insurance agent for New York Long-Term Care Brokers and United Life Insurance since 2014. Garrett is also a Managing Partner of FOCUS REAL ESTATE LLC and the owner of GARRETT STEPHENSON LLC.
SPECIALIZATIONS
Owasso, OK
2 Years Experience
0 Disclosures
ADVISOR BIO
Gary Hennenfent is a financial professional with MWA Financial Services Inc. located in Owasso, Oklahoma. Gary has a Series 63, Series 6TO, and SIE license. Gary has been in the industry since November 7, 2022 and is registered in Oklahoma. MWA Financial Services Inc. is a firm that provides financial planning, portfolio management, and selection of other advisors to businesses and individuals.
SPECIALIZATIONS
OWASSO, OK
5 Years Experience
0 Disclosures
ADVISOR BIO
James Hinkle is a financial advisor who has been in the industry since December 2019. James is a registered representative with Edward Jones. James holds the Series 7TO, Series 66 and SIE securities licenses. James is also a Certified Financial Planner. James' current employment is with Edward Jones in Owasso, Oklahoma. James also has registrations in 16 states including Arizona, California, Colorado, Connecticut, Georgia, Kansas, Michigan, Missouri, Nebraska, New York, North Carolina, Oklahoma, Tennessee, and Texas.
SPECIALIZATIONS