WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Tulsa. 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.
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.
|Financial Advisors in Tulsa, Oklahoma|
|Financial Advisor||Office Location||Phone Number|
Regent Financial Services, Inc
7134 S. Yale Ave.,
Tulsa, OK 74136
Edelman Financial Engines, LLC
7633 E. 63rd Place,
Tulsa, OK 74133
Series 6, 7, 63, 65
I am a Fee-Based financial professional, Based on Assets
7134 S. Yale Ave.,
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
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
Series 4, 7, 24, 27, 53, 55, 63, 65
Fee Based Only - No Commissions
7633 E. 63rd Place,
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.
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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