Financial Advisor in Oklahoma City, Oklahoma

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Qualifications of Financial Advisor in Oklahoma City

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Financial Advisors in Oklahoma City, Oklahoma
Financial Advisor Office Location Phone Number
David Wallin
APEX Financial Solutions
5560 NW 72nd St.,
Warr Acres, OK  73132
(405) 842-2720
Charles Rapp
Edelman Financial Engines, LLC
3531 W. Memorial Road,
Oklahoma City, OK  73134
1800 Interstate Drive Suite 107,
Norman, OK  73072
(405) 418-2626

Information on Qualified Financial Advisors in Oklahoma City

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

Office Location 5560 NW 72nd St.,
Building A,
Warr Acres,
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.

Qualifications CRD# 6622644
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions

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

Office Location 1800 Interstate Drive Suite 107,
Norman,OK  73072

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.

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