WiserAdvisor has qualified Financial Advisors serving the Tulsa, Oklahoma area.

Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

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  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

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Financial Advisors Licensed to practice in Tulsa, Oklahoma

Regent Financial Services, Inc
7134 S. Yale Ave.,
Tulsa, OK   74136
Call : (918) 493-4190

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... read more>>

Northstar Wealth Management
7666 E. 61st St., Suite 350,
Tulsa, OK   74133
Call : (918) 497-9252

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.

Financial Engines Advisors, LLC
7633 E. 63rd Place,
Tulsa, OK   74133
Call : (918) 872-1212

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... read more>>

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Are You A Financial Advisor in Oklahoma?


Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only