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Qualifications of Financial Advisor in Jenks

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Financial Advisors in Jenks, Oklahoma
Financial Advisor Office Location Phone Number
Kraig McFarland,
Regent Financial Services, Inc
7134 S. Yale Ave.,
Tulsa, OK  74136
(918) 493-4190
Carter Cowan,
Northstar Wealth Management
7666 E. 61st St., Suite 350,
Tulsa, OK  74133
(918) 497-9252
Scott Woflord,
Financial Engines Advisors, LLC
7633 E. 63rd Place,
Tulsa, OK  74133
(918) 872-1212

Information on Qualified Financial Advisors in Jenks

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

Compensation/Fee I am a Fee-Based financial professional


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

oined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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