Find Best Financial Advisors in Oklahoma

Advisor Match

A densely populated state like Oklahoma has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Oklahoma and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Oklahoma

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Oklahoma
Financial Advisor Office Location Phone Number
Victoria Woods
ChappelWood Financial Services
1725 E 15th Street,
Edmond, OK  73013
(405) 348-0909
Steve Bowlds
Retirement Benefit Advisors
212 North Main Street,
Sand Springs, OK  74063
(918) 245-4012
Jason Dixon
Edelman Financial Engines, LLC
3531 W. Memorial Road,
Oklahoma City, OK  73134
3401 W. Rock Creek Road,
Norman, OK  73072
(405) 418-2626

Information on Qualified Financial Advisors in Oklahoma

Qualifications CRD# 134318
FirmCRD# 134318
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly

Office Location 1725 E 15th Street,
Financial District of Oklahoma,
Phone Number (405) 3480909

People are my passion, traveling the world (cruising is my specialty), sports fan - Football is mandatory growing up in Texas, golf is my sport of choice, managing successful businesses, serving my community and living life with a passion is why I wake up everyday! Public speaking and radio show, "Its All About the $Money, Honey!" allows me to share my experience, success and passion for serving, encouraging, motivating and supporting those that are motivated to create and live their Best lives. As Chief Investment Advisor and Founder and CEO of ChappelWood Financial Services, an advisor to affluent clients for over 25 years, I am proud my firm is recognized as a leader in the investment advisory industry. Featured in Newsweek magazine's "Financial Planning Guide." Author of the book, "It's All About The $Money, Honey!" and appearing on the Today Show- Meredith Vieria, Success Today- Bachelor Bob, Fox News, Fox Business, CBS, NBC and ABC affiliates across the nation. Hosting a weekly radio show, "It's All About the $Money, Honey!" on iHeart Media and success and experience in working with high net worth households and mid-tier millionaires has been a dream. Specialties: Wealth Management Global Wealth Management Award-Greece Gold Premier Consultant Successful Advocate for Mandatory Financial Literacy Legislation Visionary, Founder of the Financial District of Oklahoma

About ChappelWood Financial Services

ChappelWood Financial Services has been in business since 1988 and has had the same leader, Victoria Woods. Our clients will say we are irreplaceable, invaluable and worth our weight in Gold! As Chief Investment Advisor and Founder and CEO of ChappelWood Financial Services, an advisor to affluent clients for over 25 years, I am proud my firm is recognized as a leader in the investment advisory industry. Featured in Newsweek magazine's "Financial Planning Guide." Author of the book, "It's All About The $Money, Honey!" and appearing on the Today Show- Meredith Vieria, Success Today- Bachelor Bob, Fox News, Fox Business, CBS, NBC and ABC affiliates across the nation. Hosting a weekly radio show, "It's All About the $Money, Honey!" on iHeart Media and success and experience in working with high net worth households and mid-tier millionaires has been a dream! Our Ideal Clients are Mid Tier Millionaires. We clarify, organize and simplify the financial part of clients lives, working in harmony with our clients, Bankers , CPA's, Trust Attorneys. etc. for the best interest of our clients, because our clients consider us their Primary Advisor.

Qualifications CRD# 4250919
FirmCRD# 103857
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions

Office Location 212 North Main Street,
Suite 201,
Sand Springs,
Phone Number (918) 2454012

Both of Steve's grandmothers were proud and hardworking, and it was not their plan to end up in nursing homes for the remaining years of their lives, but they did. Steve had wished differently for them, and this became his calling. It is his goal and mission in life to educate retirees on how to properly plan and prepare for retirement. Steve started his career in the financial services profession in 1979 advising seniors and retirees in northeast Oklahoma on Medicare and the importance of long-term care. He is motivated to educate seniors and his peers on the importance of managing risk in retirement, because he believes that's missing among today's retirement income planning professionals. Steve has earned the designation of Retirement Income Certified Professional® from the American College of Financial Services. This allows him to better serve retirees and pre-retirees seeking professional retirement income planning advice. This designation allows him to continue offering the level of professional and comprehensive service that he believes every retiree should have. Steve also conducts educational workshops on risk management and comprehensive retirement income planning. He has served on the local and state boards of the National Association of Insurance and Financial Advisors (NAIFA) as a past state president and past president for the Tulsa chapter. In his spare time, Steve loves traveling and spending quality time with his wife Sharon of 45 years. They have two children and three grandchildren. He is an accomplished martial artist and enjoys going to the gym and running with his dogs, Comet and Ace.

About Retirement Benefit Advisors

Our firm focuses on helping clients plan for their retirement. In other words, we help you work toward financial independence by encouraging a savings plan, educating you on options for retirement income and helping you to understand how to protect your retirement nest egg. We work with you to develop a comprehensive financial plan to identify your needs for your desired retirement age and lifestyle. The Ohana FORMula is our proprietary process that allows our firm to help our clients achieve financial independence. We help successful families and individuals develop a cohesive path for successful and stress free retirement. We will also focus on the preservation of your wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map for navigating toward his or her individual financial goals. Our ability to confidently work with you in the face of changing economic times is a tribute to thorough planning methods.

Qualifications CRD# 4546282
FirmCRD# 104510
Series 65

Office Location 3531 W. Memorial Road,
Oklahoma City,
Phone Number (405) 4182626

Office Location 3401 W. Rock Creek Road,
Norman,OK  73072

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with my wife and son, and love a good antiquing find. Im also an avid golfer, dating back to when I played on my college team.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

* Additional advisor listing is provided in partnership with Yext

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