Financial advisors in Bartlesville, OK

52 match · page 1 of 2

Aaron Archambo
Financial advisor at Archambo Financial Advisors, Inc.
Archambo Financial Advisors, Inc. · $163.1M AUM
CFP®VerifiedFinancial planning
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Aaron Tesavis
Financial advisor at Arvest Wealth Management
Arvest Wealth Management · $3.44B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Cady
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Darrell Surface
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Heather Robison
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Jon Nettles
Financial advisor at Revo Financial, LLC
Revo Financial, LLC · $135.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Randolph
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Green
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Lucas Nettles
Financial advisor at Revo Financial, LLC
Revo Financial, LLC · $135.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Turcott
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Ryan Reynolds
Financial advisor at The Wealth Consulting Group
The Wealth Consulting Group · $6.28B AUM
CFP®VerifiedFinancial planning
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Tom Barclay
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Kvistero
Financial advisor at Sutterfield Financial Group, Inc.
Sutterfield Financial Group, Inc. · $274.4M AUM
VerifiedFinancial planning
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Adam Hardesty
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Adam Shelley
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Beau Eden
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake Hood
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brice Terronez
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Smith
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Bryce Hood
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Caitlin Parr
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Hood
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corey Reece
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deborah Mueggenborg
Financial advisor at Archambo Financial Advisors, Inc.
Archambo Financial Advisors, Inc. · $163.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas McIver
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Schwegman
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Dustin Hancock
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dustin Wright
Financial advisor at Oasis Advisors
Oasis Advisors · $277.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Shepard
Financial advisor at Arvest Wealth Management
Arvest Wealth Management · $3.44B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Garret Parr
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bartlesville, OK

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Bartlesville, OK.

How this list works

Before you hire an advisor in Bartlesville, OK