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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Oklahoma involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Oklahoma?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Oklahoma to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Oklahoma financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Oklahoma

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Victoria Woods

ChappelWood Financial Services

1725 E 15th Street
Financial District of Oklahoma

Edmond, OK 73013

405-348-0909

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Jason Dixon

Edelman Financial Engines, LLC

3401 W. Rock Creek Road

Norman, OK 73072

405-418-2626

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Jason Dixon

Edelman Financial Engines, LLC

3531 W. Memorial Road

Oklahoma City, OK 73134

405-418-2626

List of Additional Financial Advisors in Oklahoma*

* Additional advisor listing is provided in partnership with Yext

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Kindred Wealth - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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Amy M. Million, AAMS

405-397-4313

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Asset & Investment Advisors

210 Peters Street
Suite A

Poteau, OK 74953
918-647-5700

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Gordon R Polly - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4668

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Allstate Personal Financial Representative: John Maxey

4918 S Union Ave

Tulsa, OK 74107
918-574-2400

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Allstate Personal Financial Representative: Maurice Cubit

211 W Main St

Ada, OK 74820
580-436-1038

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ACT Financial Services

4111 South Darlington Avenue
Suite 800

Tulsa, OK 74135
918-664-0081

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Benchmark Financial Services, LLC.

2932 NW 122nd
Suite 19

Oklahoma City, OK 73120
405-840-0028

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Emily F Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4677

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Bebb's Flowers

701 W. Broadway

Muskogee, OK 74401
918-682-3331

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John Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
918-748-8191

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Prime Wealth Management - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-388-2009

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The Veitch Team - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4648

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Steven L. Wilson & Associates

8282 South Memorial Drive
Suite 106

Tulsa, OK 74133
918-254-5525

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Edward Jones - Financial Advisor: Clay David

14101 N May Ave
Ste 112

Oklahoma City, OK 73134
405-751-1659

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Edward Jones - Financial Advisor: Lindsey N Beaman

205 W Will Rogers Dr

Kingfisher, OK 73750
405-375-6360

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Window World Tulsa

12027 E 51st Street
Suite 48

Tulsa, OK 74146
918-994-6400

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Isaiah C. Edison, CFP, ChFC, CLU

12028 South Norwood Avenue
Suite 300

Tulsa, OK 74137
918-770-4886

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Utica Capital

2100 South Utica Avenue
Suite 300

Tulsa, OK 74114
918-744-9215

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Kelly Thompson - Ameriprise Financial Services, LLC

5400 N Grand Blvd
Ste 410

Oklahoma City, OK 73112
405-942-3766

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Miller Private Wealth LLC

5708 NW 135th Street
Suite B

Oklahoma City, OK 73142
405-470-0359

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Jim Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7076

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Kristina Girod - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7006

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Gregory Hester - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
405-705-5907

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Justin Lavender - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
580-355-9780

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Ray Smith Wealth Management

808 South Main St.
Ste 307

Stillwater, OK 74074
405-743-0035

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Sylvia Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-388-2003

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William Copenhaver - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
405-705-5907

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Daniel Bickerstaff - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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Giager Wealth Management

10830 East 45th Street
Suite 103

Tulsa, OK 74146
918-728-2255

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Gorton Financial Group

7814 South Pennsylvania Avenue

Oklahoma City, OK 73159
405-681-9633

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Financial Diagnostics Group

2431 E. 61st St.
Suite 650

Tulsa, OK 74136
918-581-8819

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Tungsten Wealth Management

13905 Technology Dr
Ste B2

Oklahoma City, OK 73134
405-543-7992

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Gowin Financial Services

9100 N 94th East Avenue

Owasso, OK 74055
918-906-3096

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Cornerstone Planning Group, LLC

4801 Gaillardia Parkway
Suite 202

Oklahoma City, OK 73142
405-946-9000

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Hoffmann Wealth Management

8 E. Dawes Avenue

Bixby, OK 74008
918-369-8007

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Gregory Hopeman - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3193

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The Bryan Johnson Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3115

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Daniel Seely - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3149

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Sanford J Roberds - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4823

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Brock and Associates - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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Rocki Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4603

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John B Carroll - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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Allstate Personal Financial Representative: Shana McHaffey

16614 N Pennsylvania Ave

Edmond, OK 73012
405-596-2972

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E. Paul Samuels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7092

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Edward Jones - Financial Advisor: Ryan M Cockrum

1618 E Main St

Cushing, OK 74023
918-725-1380

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The Higgins & James Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7003

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Betty Parkerson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-319-4897

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W Michael McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4685

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Opes One Advisors

4200 E. Skelly Drive
Suite 530

Tulsa, OK 74135
918-948-6200

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David Provenzano - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 250

Tulsa, OK 74136
918-388-2004

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Christopher Derr - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3164

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Goosehead Insurance - Jeff McCormick

4320 Adams Rd

Norman, OK 73069
539-202-8933

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Aaron Massey - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3106

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Gaddis and Gaddis Wealth Management

1530 Arlington Street

Ada, OK 74820
580-332-4144

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Lance Martin - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3121

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Eric Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4676

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Mark E Woody - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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T Kevin Jackson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-540-3844

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Union Financial Advisors, LLC

6140 South 104 East Avenue

Tulsa, OK 74133
918-627-2500

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Kent Wolever - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7038

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Josh Herlan - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7021

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Kurt Elliott - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1923

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Financial Planning Resources

2250 East 73rd Street
Suite 650

Tulsa, OK 74136
918-494-2929

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Chestnut Street Advisors

6660 South Sheridan Road
Suite 260

Tulsa, OK 74133
918-492-9484

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NFA Wealth Management

111 North Broadway
Suite D

Edmond, OK 73034
210-737-7800

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OK 401k

3030 Northwest Expressway
Suite 200

Oklahoma City, OK 73118
405-603-4986

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Steve Younger - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7048

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Paul Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4621

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Richard J. Ross, CPA PFS

3104 Shady Lane Drive

Anadarko, OK 73005
405-638-0395

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Legacy Financial Advisors, LLC

10005 North May Avenue
Suite 100

Oklahoma City, OK 73120
405-470-9190

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405 Advisor Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3998

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McGuire Capital

2701 SW 121st Court

Oklahoma City, OK 73170
405-760-5863

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Compass Capital Management, LLC

321 South 3rd Street
Suite 4

McAlester, OK 74501
918-423-3222

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ENJ Financial

410 4th Street
Suite J

Alva, OK 73717
580-327-2552

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Emerson & Company

837 East 33rd Street

Edmond, OK 73013
405-942-5000

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Mark McCord - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
918-295-5895

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John R. Simpson & Thomas F. Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4669

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Beau Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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Chuck Waugh - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
580-355-9780

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Chad Michael Rother - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-354-7470

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Christopher Mc Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
918-295-5895

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Morgan Stanley Financial Advisors

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-843-3326

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Allstate Personal Financial Representative: Tracy Martino

755 W Covell Rd
Ste 140

Edmond, OK 73003
405-205-2850

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Layton Sharum - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3117

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The Fisher Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3105

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Elizabeth Carson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4639

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Richard E Cudjo - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7142

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Southern Hills Wealth Management - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3170

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Mike Purzner - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
918-388-2012

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Mortgage Solutions Financial Warr Acres

5909 NW Expressway
Ste 109

Oklahoma City, OK 73132
405-338-1129

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Robert Linn - Ameriprise Financial Services, LLC

4765 E 91st St
Ste 150

Tulsa, OK 74137
918-794-4203

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David Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-388-2009

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Stephanie M Ede - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4647

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Drew Self - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
405-605-0224

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Julie Marks - Ameriprise Financial Services, LLC

9104 N Kelley Ave

Oklahoma City, OK 73131
405-286-4300

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Allstate Personal Financial Representative: Charles Sales

4331 N Kickapoo Ave

Shawnee, OK 74804
405-275-5520

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Sheree Ziemba - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-794-4268

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Adam H Carson - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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David Haugen - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
918-388-2002

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Oklahoma City, OK Branch Office - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
402-302-1920

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Allstate Personal Financial Representative: Jordan Cramer

10320 S Penn Ave
Ste 202

Oklahoma City, OK 73159
405-227-9100

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Judy L. Gregory, LUTCF, ARPC

111 N Grand St

Enid, OK 73701
580-242-2540

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New York Life Oklahoma City General Office

3030 Northwest Expressway
Suite 1800

Oklahoma City, OK 73112
405-813-7400

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The Neumann Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3946

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Robert Duenner - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7012

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The PJC Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3967

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Nancy K May - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7067

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John Harris - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3426

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Wayne Choisnet - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7014

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Craig Shriner - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-540-3840

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The Olmedo Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7027

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Voya Financial Advisors - Stephen Jones

717 Wall Street

Norman, OK 73069
405-366-1297

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Michael Shelley - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3935

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Kelly R Hewitt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4651

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Key Wealth Consulting Group - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1921

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Ted Mundt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4662

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Rick Hesser - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7011

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Brandt Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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Kymberlie Reed - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
501-975-7968

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Justin Hull - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4853

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Stephen J Janzen - Ameriprise Financial Services, LLC

6420 N Santa Fe Ave
Ste A

Oklahoma City, OK 73116
405-286-5111

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Lore Storm - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3965

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Alexander Field - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4659

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The Rogers Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4660

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Lorn Lyman - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7075

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James A Livingston - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4637

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Joel McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4604

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Jeffrey A Weinstein - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7028

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Stephen J Brady - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4675

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Jamie Lathrop - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3902

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Ladonna K Giachino - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3920

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Barbara K Hess - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4650

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Morgan Stanley Financial Advisors

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4600

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James L Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7148

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Carson Roberds Wealth Management - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4639

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The MB Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7111

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Lewis A Post - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3425

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Jim Erle Lowry - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7166

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The Niles Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4615

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Rick M Dean - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3949

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John W Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4619

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The Taylor Hart Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7144

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The 21st Street Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4651

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Steven W Tucker - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3948

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Robert Rodgers - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7062

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Thomas A Hunt - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1 Ste B

Tulsa, OK 74136
918-921-4800

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Lisa Donaldson - Ameriprise Financial Services, LLC

2411 Heritage Trl
Ste 5

Enid, OK 73703
580-234-1400

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Morgan Stanley Financial Advisors

3700 West Robinson
Suite 220

Norman, OK 73072
405-360-9166

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Bruce E Smith - Ameriprise Financial Services, LLC

701 SW Jennings Ave

Bartlesville, OK 74003
918-337-2772

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Kimberly Quintanar - Ameriprise Financial Services, LLC

5224 E 69th Pl

Tulsa, OK 74136
918-949-4243

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The Bowling Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-251-9198

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Jeff Galvin - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4690

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Jennifer Benink - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7091

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John Cary Jr. - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4810

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Brenda Jagels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4803

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The Walker Wealth Management Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4603

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Paige Gubler - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3922

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Ascendus Financial Advisors

7633 East 63rd Place
Suite 530

Tulsa, OK 74133
918-254-0433

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Steve McDonnold - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3975

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James Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7027

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Gregory G Collins - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3967

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Melinda D Brewer - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7111

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James D Fellers - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7125

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The Orchard Group - Morgan Stanley

601 SW C Avenue
Suite 100

Lawton, OK 73501
580-354-7475

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Vickie Leigh Sheen - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3985

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John Taylor - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7144

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Jack Graves - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7026

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Chris Bayouth - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3909

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Joshua Hart - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7134

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David Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4648

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Daniel W Higgins - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7034

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Ashley Cutshall - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4640

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Jeffrey Roberts James - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7007

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Richard B Hinton - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3971

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Thomas W Ridgway - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3429

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Walter H Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3961

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Michael Christian - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4665

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Lisa Z Clark - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4804

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Kevin R Kurtz - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7141

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Drew Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4614

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Paul Malloy - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3937

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Ian Ogilvie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7122

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Michael S S White - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4680

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Robin R Pierce - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3957

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Mark Spaeth - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7002

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Jake Noell - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7029

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John Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4669

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Mike Steinmetz - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4611

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Timothy Koski - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4626

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David Phillip Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4638

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Thomas L Berry - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4654

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Larry R England - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3423

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David Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4649

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Grayson Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7112

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Ted L Bowling - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-786-3101

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Brian Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4608

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Dillon Freie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-354-7467

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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