Financial advisors in Tulsa, OK

121 match · page 1 of 5

Adam Leavitt
Financial advisor at Castlepoint Wealth Advisors
Castlepoint Wealth Advisors · $751.4M AUM
CFP®VerifiedFinancial planning
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Adam Lodge
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aimee Boyer
Financial advisor at Pinnacle Investment Advisors
Pinnacle Investment Advisors · $508.3M AUM
CFP®VerifiedFinancial planning
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Amanda King
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Andrew Baldwin
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Cutshall
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Biles
Financial advisor at Hogantaylor Wealth
Hogantaylor Wealth · $592.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Jaquis
Financial advisor at Warburton Capital Management, LLC
Warburton Capital Management, LLC · $786.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Cunningham
Financial advisor at Gibraltar Capital Management, Inc.
Gibraltar Capital Management, Inc. · $1.35B AUM
CFP®VerifiedFinancial planning
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Brian Grant
Financial advisor at Warburton Capital Management, LLC
Warburton Capital Management, LLC · $786.6M AUM
CFP®VerifiedFinancial planning
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Brodie Hinkle
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Brooklyn Brock
Financial advisor at Ellevate Advisors
Ellevate Advisors
CFP®VerifiedFinancial planning
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Camille Bouvet
Financial advisor at Oath Planning, LLC
Oath Planning, LLC · $284.7M AUM
CFP®VerifiedFinancial planning
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Carla Bailey
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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Carolyn Porras
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Carrie Coles
Financial advisor at Arvest Wealth Management
Arvest Wealth Management · $3.44B AUM
CFP®VerifiedFinancial planning
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Cassandra Bartlett
Financial advisor at Arvest Wealth Management
Arvest Wealth Management · $3.44B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Catherine Crismon
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chandler Riggs
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Charles Craig
Financial advisor at C.e.c. Wealth Management
C.e.c. Wealth Management · $60.9M AUM
CFP®VerifiedFinancial planning
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Christopher Cone
Financial advisor at Cone Wealth Management
Cone Wealth Management · $29.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cinamon Demuth
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cole Kidwell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Conner Johnson
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney Hoffman
Financial advisor at Everpar Advisors LLC
Everpar Advisors LLC · $587.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Dietert
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cullen Parker
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Beutel
Financial advisor at Council Oak Wealth Advisors
Council Oak Wealth Advisors · $529.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Bickerstaff
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Demoss
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®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 Tulsa, 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 Tulsa, OK.

How this list works

Before you hire an advisor in Tulsa, OK