Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oklahoma City, OK
Every SEC-registered financial advisor at a firm office in Oklahoma City who lists the Certified Financial Planner designation, A to Z.
74 CFP professionals work in Oklahoma City; the most are at Retirement Investment Advisors Inc. (6). 33 are also registered broker representatives.
CFP advisors in Oklahoma City, A to Z
Every advisor in Oklahoma City →- Michael T. AndersonValic Financial Advisors, Inc. · Certified Financial Planner
- Skylar D. AndersonFlatlands Wealth LLC · Certified Financial Planner
- Jeffrey A. AshfordAccess Financial Resources Inc. · Certified Financial Planner
- William P. Atkinson IIIAccess Financial Resources Inc. · Certified Financial Planner
- Adam C. BahnerOsaic Wealth, Inc. · Certified Financial Planner
- Mary J. BauerEdward Jones · Certified Financial Planner
- Suzanne E. BaxterCetera Investment Advisers LLC · Certified Financial Planner
- Tami D. BeardenThurston Springer Advisors · Certified Financial Planner
- Alisonn L. BestLPL Financial LLC · Certified Financial Planner
- Brenda S. BolanderRetirement Investment Advisors Inc. · Certified Financial Planner
- Joseph W. BowieRetirement Investment Advisors Inc. · Certified Financial Planner
- Douglas L. BrownRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Hunter N. BrownMercer Global Advisors Inc. · Certified Financial Planner
- Kristen D. BuchmanCastlepoint Wealth Advisors · Certified Financial Planner
- David J. BugosKestra Advisory Services, LLC · Certified Financial Planner
- Robin L. ByfordRaymond James & Associates, Inc. · Certified Financial Planner
- Jesse R. CarlucciArrow Investment Management LLC · Certified Financial Planner
- Shannon D. CarterInvestrust Consulting, LLC · Certified Financial Planner
- Edward T. Creegan IVCastlepoint Wealth Advisors · Certified Financial Planner
- John I. DumasMariner · Certified Financial Planner
- Casey L. EdenPark Avenue Securities LLC · Certified Financial Planner
- Chad H. EleyBok Financial Securities, Inc. · Certified Financial Planner
- Phillip K. ElliottMorgan Stanley · Certified Financial Planner
- David K. EvansComprehensive Financial Planning Inc. · Certified Financial Planner
- Shamiah S. EvansKestra Advisory Services, LLC · Certified Financial Planner
- Andrew K. FlintonRetirement Investment Advisors Inc. · Certified Financial Planner
- Christopher A. GanderBok Financial Securities, Inc. · Certified Financial Planner
- Darrell Habben Jr.Mariner · Certified Financial Planner
- Sasan M. HashemiCetera Investment Advisers LLC · Certified Financial Planner
- Joseph W. HendrixRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jason L. HughartFourpath Capital Management, LLC · Certified Financial Planner
- William J. HughesThurston Springer Advisors · Certified Financial Planner
- Rianna J. IngallsRedstone Wealth Management, LLC · Certified Financial Planner
- Michael P. JewellCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Troy E. JonesAccess Financial Resources Inc. · Certified Financial Planner
- Tyler M. JordanMML Investors Services, LLC · Certified Financial Planner
- Christopher T. JurrensF.I.G. Financial Advisory Services, Inc. · Certified Financial Planner
- Ricky T. JurrensF.I.G. Financial Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Samuel N. JurrensF.I.G. Financial Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Kendall W. KingCastlepoint Wealth Advisors · Certified Financial Planner
- Justin J. KleinOsaic Wealth, Inc. · Certified Financial Planner
- Andrew R. KnoxMorgan Stanley · Certified Financial Planner
- Adam J. LeavittCastlepoint Wealth Advisors · Certified Financial Planner
- Barry S. LoganHogantaylor Wealth · Certified Financial Planner
- Carol E. LyonsL & M Wealth Management And Retirement Solutions, LLC · Certified Financial Planner
- Joanna S. McCallWealth Management Solutions · Certified Financial Planner
- Luke Z. MilhollandVault Wealth · Certified Financial Planner, Chartered Financial Consultant
- Scott W. MortonFourpath Capital Management, LLC · Certified Financial Planner
- Stacy L. MurrayNorthwest Asset Management · Certified Financial Planner
- Katherine R. NithmanCetera Investment Advisers LLC · Certified Financial Planner
- Oliver M. NormanCaptrust · Certified Financial Planner, Chartered Financial Consultant
- James J. OplotnikAccess Advisory Group LLC · Certified Financial Planner
- David A. OrtizL&S Private Wealth, LLC · Certified Financial Planner
- Andrew E. OsterTriton Financial Group, Inc. · Certified Financial Planner
- Dennis S. PackardEdelman Financial Engines · Certified Financial Planner
- Alexxander V. PeraltaRetirement Investment Advisors Inc. · Certified Financial Planner
- Kian M. RahmanzadehCastlepoint Wealth Advisors · Certified Financial Planner
- Michael L. RamseyMoney Concepts Capital Corp. · Certified Financial Planner
- Jacee N. RandallEdward Jones · Certified Financial Planner
- Chad A. RudyRetirement Investment Advisors Inc. · Certified Financial Planner
- Donald F. SicklesUBS Financial Services Inc. · Certified Financial Planner
- Janelle M. SkeltonTotal Wealth Planning And Management, Inc. · Certified Financial Planner
- Lori C. StephensonSavant Wealth Management · Certified Financial Planner
- Daniel C. StithOsaic Wealth, Inc. · Certified Financial Planner
- Randy L. ThurmanRetirement Investment Advisors Inc. · Certified Financial Planner, Personal Financial Specialist
- Sang V. TranEdward Jones · Certified Financial Planner
- Joseph C. VahlbergOsaic Wealth, Inc. · Certified Financial Planner
- Alain R. VerhilleLPL Financial LLC · Certified Financial Planner
- Angela VetranoEdward Jones · Certified Financial Planner
- Levi C. WadeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Foster L. WilcoxEagle Strategies LLC · Certified Financial Planner
- Donald R. Windle IIIWindle Wealth · Certified Financial Planner
- Michael R. WojtekRaymond James & Associates, Inc. · Certified Financial Planner
- Nick L. WuMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Oklahoma City
Retirement Investment Advisors Inc. 6Castlepoint Wealth Advisors 5Edward Jones 4Osaic Wealth, Inc. 4Access Financial Resources Inc. 3Cetera Investment Advisers LLC 3F.I.G. Financial Advisory Services, Inc. 3Raymond James Financial Services Advisors, Inc. 3Bok Financial Securities, Inc. 2Fourpath Capital Management, LLC 2Kestra Advisory Services, LLC 2LPL Financial LLC 2Mariner 2Morgan Stanley 2Raymond James & Associates, Inc. 2
CFP advisors in other Oklahoma cities
All of Oklahoma →Tulsa 107Edmond 32Bartlesville 12Norman 11Broken Arrow 5Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3
Questions
How many CFP financial advisors are in Oklahoma City, OK?
74 SEC-registered investment adviser representatives at firm offices in Oklahoma City, Oklahoma list the CFP designation; Retirement Investment Advisors Inc. employs the most of them (6).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Oklahoma City?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.