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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

Wells Fargo Clearing Services, LLC | CFC ® (Certifications)

location

BARTLESVILLE, OK

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Laura Catherine Wood is a financial advisor with Wells Fargo Clearing Services, LLC. Laura has been a registered representative for over 6 years and has a Series 66, Series 7 and SIE license. Laura is also a Chartered Financial Consultant. Laura provides financial planning, investment consulting services to institutional clients, pension consulting, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Avantax Advisory Services

location

Tulsa, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Laura Leann Huneycutt is a financial advisor with Avantax Advisory Services in Tulsa, Oklahoma. Laura has been in the financial industry since 2021 and has a Series 7, Series 66, and SIE. Laura specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Laura is committed to helping her clients 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

TAHLEQUAH, OK

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Fowler is a financial advisor with Edward Jones. Lauren has been in the financial services industry for 5 years. She is licensed to provide financial advice in Oklahoma, Texas and several other states. Lauren's firm, Edward Jones, is a well-established firm with a strong track record of providing financial advice to individuals and families. Lauren specializes in helping clients with retirement planning, investment management, and estate planning.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

EDMOND, OK

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Ann Brown is a registered representative with Wells Fargo Clearing Services, LLC. Laurie has been in the securities industry since 1991. Laurie's previous experience includes roles at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dain Rauscher Incorporated. Laurie holds the Series 7, Series 63 and SIE licenses. Laurie is registered in 27 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameritrust Investment Advisors Inc.

location

TULSA, OK

0 Disclosures

ADVISOR BIO

Laurie Malin Horton is a registered investment advisor representative at Ameritrust Investment Advisors Inc. Laurie is also a registered investment advisor in Oklahoma and has been in the industry since November 2002. Laurie specializes in providing financial planning, pension consulting, and selection of other advisors to clients. Laurie has a Series 65 license and has worked for Ameritrust Investment Advisors Inc. since November 2002. The firm manages more than $63,000,000 in assets and has offices in Tulsa, Oklahoma.

SPECIALIZATIONS

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

NORMAN, OK

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Laurie Ellen Meese is an investment advisor representative at Edward Jones. Laurie has been in the financial industry since July 2014, and is registered to provide investment advice in several states. Laurie has passed the Series 66, Series 7, and SIE exams. Laurie is affiliated with Edward Jones, which has offices in several states and offers a variety of investment products and services.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TULSA, OK

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Laurisa Anderson is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Laurisa has been in the industry since 1988 and has experience in both the broker-dealer and investment advisor spaces. Laurisa has held positions at several firms, including J.P. Morgan Securities LLC, Banc One Securities Corporation, and Patterson Icenogle, Inc. Laurisa is currently registered with the state of Oklahoma and Texas. Laurisa specializes in providing investment advisory services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

TULSA, OK

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Lawrence Cornwell is a financial advisor with Edward Jones. Lawrence has been in the industry since March 2015 and is registered in 24 states. Lawrence specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS

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

OFG Financial Services, Inc.

location

YUKON, OK

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Lawrence Kyle Ruzicka is a financial professional registered with Ofg Financial Services, Inc. Lawrence has been in the industry for over 20 years. Lawrence has a Series 6, Series 63 and Series 65 licenses and holds registrations in Colorado, Ohio, Oklahoma and Texas. Lawrence works with a wide range of clients, including individuals, businesses, and corporations. Lawrence is an Investment Advisor Representative with the firm and provides financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

HARRAH, OK

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Leah Lanae Willis is a financial advisor with Edward Jones. Leah has been in the financial industry for 5 years. Leah is licensed in Oklahoma and Texas and has a Series 7, Series 66, and SIE license. Leah has a Certified Financial Planner designation and is active in both the broker-dealer and investment advisor sectors. Leah is a member of the Edward Jones team and focuses on financial planning, portfolio management, and pension consulting services. Leah also works with individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

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