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Find Top Financial Advisors in Oklahoma


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Oklahoma. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor 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 Financial Advisors in Oklahoma
Financial Advisor Office Location Phone Number
Carter Cowan
Northstar Wealth Management
7666 E. 61st St., Suite 350,
Tulsa, OK  74133
(918) 497-9252
Kraig McFarland
Regent Financial Services, Inc
7134 S. Yale Ave.,
Tulsa, OK  74136
(918) 493-4190
Charles Rapp
Edelman Financial Engines, LLC
1800 Interstate Drive Suite 107,
Norman, OK  73072
3531 W. Memorial Road,
Oklahoma City, OK  73134
(405) 418-2626
Scott Wolford
Edelman Financial Engines, LLC
7633 E. 63rd Place,
Tulsa, OK  74133
(918) 872-1212
David Wallin
APEX Financial Solutions
5560 NW 72nd St.,
Warr Acres, OK  73132
(405) 842-2720

Information on Qualified Financial Advisors in Oklahoma

Qualifications CRD# 4900948
FirmCRD# 39543
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 7666 E. 61st St., Suite 350,
Tulsa,
OK 
74133
Phone Number (918) 4979252

About Northstar Wealth Management

Our mission at Northstar Wealth Management is to become a trusted advisor to our clients in all aspects of their personal financial future. We strive to have a positive impact on our client's lives by preserving and enhancing their long-term financial security through customized financial planning. We believe in delivering economical and effective strategies through objective advice and personalized service.



Qualifications CRD# 1736159
FirmCRD# 6413
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 7134 S. Yale Ave.,
Suite 700,
Tulsa,
OK 
74136
Phone Number (918) 4934190

Kraig is a Registered Financial Consultant and a Chartered Retirement Planning Counselor. He has been licensed in the financial services industry for over 27 years. He is a member of the Financial Services Institute, a member of the International Association of Registered Financial Consultants, a graduate of the College for Financial Planning and a member of the City of Tulsa Sales Tax Overview Committee. Kraig and his wife Marcy have two married sons and two grandchildren. They are members of Asbury United Methodist Church and contribute their time and resources to various charities & ministries. Licenses, Designations & Memberships: Series 6, 7, 63, 65, securities registrations held with LPL Financial; Life, Accident & Health, Variable Annuity Insurance Licenses RFC®, CRPC®, International Fellowship of Christian Business Men

About Regent Financial Services, Inc

The first thing you can expect is a conversation about where you are and where you would like to be. We create a personal financial plan based upon your goals that will be our guide going forward. A financial plan is not a one-time event; it's an ongoing interactive process between you and us. We will revisit your personal financial plan annually to discuss any needed adjustments. As a fee-based investment planner I am financially vested in optimum client performance. In other words, I have an inherent interest in seeing my client's assets grow as our relationship evolves. If you win, I win. It's that simple. In addition to your account statements, communication with us includes access to your account information online anytime, as well as regular contact from us on a schedule that you prefer. My team strives to deliver an overall experience that is focused on you, our client. Regent Financial Services is a Registered Investment Advisor* which means we adhere to a fiduciary standard of care that requires us to serve our client's best interests at all times. We don't have proprietary products and will only choose the investment vehicle that fits your needs. *Registration does not imply a certain level of skill or training, nor any regulatory endorsement or approval of our investment advisory services



Qualifications CRD# 6622644
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1800 Interstate Drive Suite 107,
Norman,
OK 
73072
Phone Number (405) 4182626

Office Location 3531 W. Memorial Road,
Oklahoma City,OK  73134

Joined Edelman Financial Engines in 2018. Began his career in the financial services industry in 2012. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Master's degree in International Business from Hult International Business School and a Bachelor's degree in European Studies and Spanish from University of Oklahoma. Charles is married to Nancy and they have a child on the way. He enjoys golfing, movies, traveling and watching OU football and Thunder basketball.

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.



Qualifications CRD# 2218064
FirmCRD# 104510
Series 4, 7, 24, 27, 53, 55, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 7633 E. 63rd Place,
Suite 300,
Tulsa,
OK 
74133
Phone Number (918) 8721212

Joined Edelman Financial Engines in 2010. Began his career in the financial services industry in 1993. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Business Administration from Wichita State University. Scott enjoys racquetball, golfing, and traveling.

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.



Qualifications CRD# 3201663
FirmCRD# 544222
Series 7, 24, 66


Office Location 5560 NW 72nd St.,
Building A,
Warr Acres,
OK 
73132
Phone Number (405) 8422720

Charles David Wallin founded APEX Financial Solutions in 2003 with partners Jeff Dodson and Michael Entz. Their goal was to create a firm that was truly unique in their services and set apart for both the clients they serve and the team they build. Through these objectives Summit National Partners was formed, an alliance of other firms that act as a co-op to provide a size and scope of knowledge and experience that better serves our shared client base. David has been in the business for nearly twenty years and hold current licenses for insurance, series 7, 66, and 24 securities, as well as, his Accredited Investment Fiduciary designation. The AIF designation requires extensive specialized training and accountability that allows David to offer his prospective and future clients a standard of service that is in their best interest. **Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The Firm does not accept or take responsibility for acting on time-sensitive instructions sent by e-mail including transaction orders, fund transfer instructions, stop payments on checks, or similar instructions. If you are not the intended recipient, please notify the sender immediately. Broker Check

About APEX Financial Solutions

Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement. APEX Financial Solutions offers a unique approach to investment, insurance, estate and tax planning strategies. Use this site to learn more about us and how we might be able to serve you. A wide variety of financial calculators, articles, and educational material has been made available for your benefit. It is our hope that you will make this site your home for financial research and information.



List of Additional Financial Advisors in Oklahoma
Pentecost Capital Management, Inc. Jenks, OK
Regent Financial Services, Inc. Tulsa, OK