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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.
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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
Oklahoma, known for its breathtaking scenery and booming economy in industries such as energy, aviation, and agriculture, is home to a population of over 3.9 million people. With a cost of living 12% lower than the national average, and 2,373 financial advisors found in the state, Oklahoma residents can take advantage of this affordable state by connecting with a trusted fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in Oklahoma can help in your search. Whether you're looking for financial advice regarding retirement planning, financial planning, investment planning, wealth management, etc., the screened financial advisors in our network can provide ongoing guidance and personalized financial solutions to suit your needs.
Oklahoma
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
633
non-vetted advisors in your local area. These financial advisors in
Oklahoma
have an average of
18
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 |
|---|---|---|---|---|
| 17 Years | $92,000,000 | $250,000 | Fee-Based | |
| 20 Years | $33,000,000 | $250,000 | Not Specified |
Qualifications
CRD# 5199516
Firm CRD# 164666
Series 7, 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
2738 E 51st St Suite 200,
Tulsa,
OK
74105
Phone Number
918-779-7338
T. Casey Loper started financial planning at the age of 22 in 2006. He was trained at a national Brokerage firm for the first 12 years of his career and specializes in generating low risk retirement income while growing the assets to combat inflation. Casey's team is growing and includes two CFA's that work off site. Casey has two children and lives in Midtown Tulsa.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
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 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?
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.
