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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

Tulsa, OK

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth C. Petrashek is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 2012. Kenneth has a broad range of experience, including working for TIAA-CREF Individual & Institutional Services, LLC, USAA Financial Advisors, INC, and Frontier Investment Management (a Hightower Company). Kenneth is a Certified Financial Planner and is registered to provide investment advice in Oklahoma and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

NEWCASTLE , OK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Michael Edmonds is a registered representative with Edward Jones. Kenneth Michael Edmonds is licensed in Oklahoma and Texas. He is also a registered investment advisor in Oklahoma and Texas. His practice focuses on providing financial planning, pension consulting, and portfolio management for individuals and businesses. He is a Series 7, 66, and SIE exam holder. Kenneth Michael Edmonds has been in the securities industry since 2012.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Hornor, Townsend & Kent, LLC

location

TULSA, OK

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Keith Kolosso is an investment advisor representative with Hornor, Townsend & Kent, LLC. Kenneth has been in the financial industry since 1992 and has experience with a variety of financial products and services. Kenneth is licensed to provide investment advice in Nebraska. Kenneth previously worked at Thrivent Investment Management Inc. and Strong/Corneliuson Capital Management, Inc. Kenneth has a strong commitment to providing personalized financial planning and investment management services. Kenneth's experience and expertise make him a valuable resource for individuals and families looking to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

Edmond, OK

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kenneth Charles Heidenreich is a financial advisor with over 35 years of experience in the industry. Kenneth is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Kenneth has been with Raymond James Financial Services Advisors, Inc. since 2018. Previously, Kenneth was a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. from 2008 to 2018, Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2004 to 2008 and MetLife Securities Inc. from 2001 to 2004. Kenneth is a Certified Financial Planner and a Chartered Financial Consultant. Kenneth also owns and operates a rental real estate business and a support company for Heidenreich Wealth Management, LLC. Kenneth specializes in providing financial planning and investment advice to individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

TULSA, OK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth McConnell is a financial advisor registered with Osaic Wealth, Inc. Kenneth has been in the financial services industry since 2014. Kenneth's expertise includes financial planning, pension consulting, and educational seminars. Kenneth also provides portfolio management services for individuals and businesses. Kenneth is a Certified Public Accountant (CPA) and has experience in tax preparation, tax planning, and tax resolution.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

BROKEN ARROW, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Scott Little is a financial advisor with Edward Jones. Kenneth has been in the financial services industry since 2015 and is registered with the state of Oklahoma as well as several other states. Kenneth has a Series 7, SIE, and Series 66 license. Kenneth previously worked at Private Client Services, LLC and VSR Financial Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

CLINTON, OK

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Baker is a financial professional with over 40 years of experience in the financial industry. Kenneth is currently registered with Cetera Investment Advisers LLC, and has been registered with them since January 2014. Kenneth is also registered as a Registered Investment Advisor in Oklahoma and Texas. Kenneth offers financial planning, portfolio management, and pension consulting services. Kenneth is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameritrust Investment Advisors Inc.

location

TULSA, OK

0 Disclosures

ADVISOR BIO

Kenny Lloyd Brown, jr. is a registered investment advisor representative at AmeriTrust Investment Advisors, Inc. Kenny has been in the industry since 2015 and has a Series 65 license. Kenny is registered with the state of Oklahoma. Kenny's firm AmeriTrust Investment Advisors, Inc. is located in Tulsa, Oklahoma. Kenny's area of specialization includes providing investment advice to individuals, families, and businesses. Kenny has experience working with high net worth individuals, pension plans, and other individual clients. Kenny is also a financial planner and specializes in providing financial planning services to individuals, families, and businesses. Kenny has a broad range of experience in the financial services industry and is dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

COLLINSVILLE, OK

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kent A Jensen is a financial advisor associated with Edward Jones. Kent has been in the industry for over 10 years and is a registered representative in both Oklahoma and Texas. Kent's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. Kent is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Tulsa, OK

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kent Taylor Wolever is a financial advisor with over 15 years of experience in the industry. Kent is currently registered with Morgan Stanley and is licensed to provide investment advice in Oklahoma and Texas. Kent holds the Series 7, Series 10 and Series 66 licenses. Kent has also earned the Certified Financial Planner designation, signifying a commitment to professional development. Previously, Kent was with EDWARD JONES in BARTLESVILLE, OK. Kent's focus is on providing comprehensive financial planning and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
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