Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Oklahoma
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
625
non-vetted advisors in your local area. These financial advisors in
Oklahoma
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Oklahoma
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Oklahoma.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $33,000,000 | $250,000 | Not Specified |
Qualifications
CRD# 4633286
Firm CRD# 173272
Series 65
Office Location
119 W Main St,
Purcell,
OK
73080
Phone Number
405-527-9711
Lora Rolin is an Investment Advisor Representative with Sound Income Strategies, LLC. With over 2 decades of experience in the financial industry, Lora specializes in Income Generating Investments, for those nearing or in retirement.
WilLo Financial Group, LLC is a Financial Services firm specializing in Investing for Income for those in or nearing retirement.
Advisory Services Provided:
Retirement Planning, 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 12 | 2256 | $681,929,591 | A percentage of AUM, Hourly charges
|
|
| 8 | 1198 | $552,640,778 | A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISERS FEES)
|
|
| 17 | 347 | $542,117,988 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 14 | 11 | $335,588,620 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
|
|
| 6 | 710 | $323,510,182 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 1049 | $230,000,000 | A percentage of AUM, Fixed fees
|
|
| 2 | 239 | $183,684,314 | A percentage of AUM
|
|
| 2 | 8 | $181,665,735 | A percentage of AUM, Performance Based
|
|
| 4 | 164 | $177,613,699 | A percentage of AUM
|
|
| 5 | 725 | $163,638,189 | A percentage of AUM, Hourly charges
|
|
| 6 | 478 | $129,003,852 | A percentage of AUM, Hourly charges
|
|
| 6 | 732 | $125,904,704 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 124 | $122,785,796 | A percentage of AUM, Hourly charges
|
|
| 8 | 3 | $53,017,122 | A percentage of AUM, Hourly charges
|
|
| 2 | 0 | $0 | Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 210 Peters Street, Suite A, Poteau, OK 74953 | 918-647-5700 | |
| 5018 E 68th St, Fl 1, Tulsa, OK 74136 | 918-270-1999 | |
| 505 Bonita Circle, Norman, OK 73072 | 405-397-4313 | |
| 2200 S Utica Place, Suite 300, Tulsa, OK 74114 | 918-746-4803 | |
| 701 SW Jennings Ave, Bartlesville, OK 74003 | 918-337-2772 | |
| 581 Merchant Dr, Norman, OK 73069 | 405-360-8836 | |
| 2200 S Utica Place, Suite 300, Tulsa, OK 74114 | 918-744-4608 | |
| 5018 E 68th St, Fl 1, Tulsa, OK 74136 | 918-270-1999 | |
| 2200 S Utica Place, Suite 300, Tulsa, OK 74114 | 918-744-4659 | |
| 6305 Waterford Blvd, Suite 240, Oklahoma City, OK 73118 | 405-841-3998 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
