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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Ponca City, OK

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brett Thomas Biddinger is a financial advisor at Raymond James Financial Services Advisors, Inc. Brett has been working in the financial industry since 2018. Brett has experience in providing financial advice to individuals, businesses, and institutions. Brett holds Series 7TO, SIE, 63 and 65 licenses and is registered with the states of California, Georgia, Indiana, Kansas, Minnesota, Missouri, New Mexico, Oklahoma, Oregon, Pennsylvania and Texas.

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

Broken Arrow, OK

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brett James is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives nationwide. Brett James has been active in the industry since 2012 and has a strong track record of success. He has a wide range of experience in providing financial advice to individuals, families, and businesses. Brett James holds Series 7, 66, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Brett James is committed to providing his clients with personalized financial advice and guidance. He is passionate about helping people achieve their financial goals. Brett James provides advice in a variety of areas, including retirement planning, investment management, and insurance.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

TULSA, OK

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brett Vandervort is a financial advisor with Ameriprise Financial Services, LLC. Brett has been in the financial services industry since January 2019. Brett is registered with the Securities and Exchange Commission as an investment advisor representative. Brett is also registered with the states of Arizona, Arkansas, California, Colorado, Florida, Kansas, Kentucky, Michigan, Missouri, Oklahoma, South Carolina, Texas, Virginia, and Washington. Brett provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

OKLAHOMA CITY, OK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brett Valentine is a financial advisor with Osaic Wealth, Inc. Brett has been working in the financial industry since 2023. Brett's primary office is located in Oklahoma City, OK. Brett is registered as a broker-dealer in Oklahoma and Texas. Brett also offers investment advisory services in Oklahoma.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

TULSA, OK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brett Humphrey is a financial advisor who has been in the industry for over 10 years. Brett is currently registered with MML Investors Services, LLC in Oklahoma and Texas. Brett is also registered as an investment advisor representative in Oklahoma and Texas. Brett holds Series 66, Series 7TO, and SIE licenses and has a diverse background in the financial and energy industries. Brett has worked in both insurance and financial services roles. Brett is committed to providing personalized financial advice to help individuals and families 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Cadent Capital Advisors, LLC

location

OKLAHOMA CITY, OK

0 Disclosures

ADVISOR BIO

Brett Collin Hobbs is an investment advisor representative at Cadent Capital Advisors, LLC. Brett has been in the industry since 2019, and is licensed in Oklahoma and Texas. Cadent Capital Advisors, LLC is a firm that specializes in portfolio management for individuals, financial planning, and pension consulting. They provide these services to individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. They also offer other advisory services such as selection of other advisors.

SPECIALIZATIONS

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

Strategic Financial Concepts, LLC

location

Norman, OK

0 Disclosures

ADVISOR BIO

Brett Thomas Henry is an Investment Advisor Representative with Strategic Financial Concepts, LLC. Brett is registered to provide investment advisory services in Oklahoma. Brett has been in the financial services industry since January 1999. Brett obtained his Series 65 license in December 2023 and has a SIE designation from December 2022. Brett is also a real estate owner and is affiliated with NFA Wealth Management. Strategic Financial Concepts, LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm's services include financial planning, portfolio management, pension consulting, and educational seminars. Brett is committed to providing personalized and comprehensive financial planning and investment management services to help 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
GENERAL CONSULTING AND BUSINESS PLANNING SERVICES
Unclaimed

LPL Financial LLC

location

TULSA, OK

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Wayne Mitchell is an active Registered Representative and Investment Advisor Representative. Brian has been in the financial services industry since February 20, 1988. Brian is currently registered with LPL Financial LLC. Brian previously was registered with Wunderlich Securities, Inc., Sanders Morris Harris Inc., Citigroup Global Markets Inc., and Kober Financial Corp. Brian has held registrations in multiple states throughout his career.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Janney Montgomery Scott LLC

location

Oklahoma City, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brian Melton is a financial advisor with Janney Montgomery Scott LLC. Brian has over 20 years of experience in the financial services industry and is a Registered Representative. Brian holds the Series 7, Series 24, Series 63, and Series 79TO licenses. Brian specializes in providing financial planning, investment management, and wealth management services to individuals, families, and businesses. Brian is committed to providing his clients with personalized financial advice that helps them reach 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

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

location

Hinton, OK

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Brian Baker is a financial advisor who has been in the industry since 1996. Brian is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and is currently registered with Raymond James Financial Services Advisors, Inc. Brian has experience working with a range of clients, including individuals, corporations, and pension and profit-sharing plans. Brian offers a variety of services, including financial planning, portfolio management, and educational seminars.

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

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