Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Tulsa, OK
Every SEC-registered financial advisor at a firm office in Tulsa who lists the Certified Financial Planner designation, A to Z.
107 CFP professionals work in Tulsa; the most are at Mariner (9). 50 are also registered broker representatives.
CFP advisors in Tulsa, A to Z
Every advisor in Tulsa →- Carla R. BaileyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew G. BaldwinCreative Planning · Certified Financial Planner
- Johnathon T. BarkerEdward Jones · Certified Financial Planner
- Phillip M. BellLPL Financial LLC · Certified Financial Planner
- Daniel D. BeutelCouncil Oak Wealth Advisors · Certified Financial Planner
- Daniel L. BickerstaffAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon R. BilesHogantaylor Wealth · Certified Financial Planner
- Melissa J. BodenstabCetera Investment Advisers LLC · Certified Financial Planner
- Camille J. BouvetOath Planning, LLC · Certified Financial Planner
- Thomas S. BowenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Aimee N. BoyerPinnacle Investment Advisors · Certified Financial Planner
- Pamela S. BrandtSustainable Advisors Alliance LLC · Certified Financial Planner
- Brooklyn H. BrockEllevate Advisors · Certified Financial Planner, Chartered Financial Consultant
- Mindy BrownWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Robert BrownWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Austin B. BryanHogantaylor Wealth · Certified Financial Planner
- Mark C. ButterworthCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Lydia D. CarnettThe Legacy Financial Group, Inc. · Certified Financial Planner
- James Phillip W. CarrStrategic Advisers LLC · Certified Financial Planner
- Elizabeth H. CarsonMorgan Stanley · Certified Financial Planner
- Alan C. CluveriusMariner · Certified Financial Planner
- Carrie R. ColesArvest Wealth Management · Certified Financial Planner
- Christopher J. ConeCone Wealth Management · Certified Financial Planner
- Ethan R. CordrayMariner · Certified Financial Planner
- Jeffrey A. CouchMariner · Certified Financial Planner
- Randy C. CowellOsaic Wealth, Inc. · Certified Financial Planner
- Charles E. CraigC.E.C. Wealth Management · Certified Financial Planner
- Catherine H. CrismonCorient · Certified Financial Planner
- Kirby L. CroisantCetera Investment Advisers LLC · Certified Financial Planner
- Brian M. CunninghamGibraltar Capital Management, Inc. · Certified Financial Planner
- Ashley E. CutshallLPL Financial LLC · Certified Financial Planner
- James D. Daugherty IIEdward Jones · Certified Financial Planner
- Dennis C. DavisCetera Investment Advisers LLC · Certified Financial Planner
- Cinamon L. DemuthEdward Jones · Certified Financial Planner
- James E. DiaconCouncil Oak Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Jay N. DickensonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Craig M. DietertEdward Jones · Certified Financial Planner
- Doug K. EiddHub Investment Partners, LLC · Certified Financial Planner
- Steven W. EllisSageoak Financial, LLC · Certified Financial Planner
- Joan M. FieldsBok Financial Securities, Inc. · Certified Financial Planner
- Patrick F. FitzgeraldUBS Financial Services Inc. · Certified Financial Planner
- Kelcy T. FloresCorient · Certified Financial Planner
- David M. FoleyCadent Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- William J. FreudenrichMorgan Stanley · Certified Financial Planner
- Saletha M. FullerWealth Oklahoma · Certified Financial Planner
- Brian J. GrantWarburton Capital Management, LLC · Certified Financial Planner
- Tyler A. GraySageoak Financial, LLC · Certified Financial Planner
- Subir N. GrewalWashington Square Capital Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Lars GwartneyPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Natalie L. HaggardMariner · Certified Financial Planner
- Jonathan M. HallWarburton Capital Management, LLC · Certified Financial Planner
- Steven A. HendersonMerit Financial Advisors · Certified Financial Planner, Personal Financial Specialist
- Courtney L. HoffmanEverpar Advisors LLC · Certified Financial Planner
- Isaac E. HutchinsWarburton Capital Management, LLC · Certified Financial Planner
- Timothy K. IsraelArvest Wealth Management · Certified Financial Planner
- Kevin F. JacobsStep By Step Financial, LLC · Certified Financial Planner
- Joshua M. JakubovitzWarburton Capital Management, LLC · Certified Financial Planner
- Brandon J. JaquisWarburton Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Darrell W. JayroeInspire Investing, LLC · Certified Financial Planner, Chartered Financial Analyst
- Conner J. JohnsonCorient · Certified Financial Planner
- Blake J. KeeleyArvest Wealth Management · Certified Financial Planner
- Ian D. KieferTrinity Strategic Wealth · Certified Financial Planner
- James B. KillingsworthThe Legacy Financial Group, Inc. · Certified Financial Planner
- Amanda B. KingLPL Financial LLC · Certified Financial Planner
- Terry L. KruegerCharles Schwab & Co., Inc. · Certified Financial Planner
- Adam J. LodgeMariner · Certified Financial Planner
- Michael P. MazzeiTrinity Strategic Wealth · Certified Financial Planner
- Michael K. McAndrewsMariner · Certified Financial Planner
- Chad R. McAuliffAdvisor Resource Council · Certified Financial Planner, Chartered Financial Consultant
- Lindsey H. McCoolMariner · Certified Financial Planner
- Philip D. MockCathedral Square Capital · Certified Financial Planner, Chartered Financial Analyst
- Harold J. MoranSustainable Advisors Alliance LLC · Certified Financial Planner
- Cullen L. ParkerMariner · Certified Financial Planner
- Kenneth C. PetrashekEverpar Advisors LLC · Certified Financial Planner
- Jonathan T. PixleyRealm Financial Planning · Certified Financial Planner
- Carolyn O. PorrasCharles Schwab & Co., Inc. · Certified Financial Planner
- Kimberly R. QuintanarAmeriprise Financial Services, LLC · Certified Financial Planner
- Jasmine R. RayLPL Financial LLC · Certified Financial Planner
- Chandler J. RiggsStrategic Advisers LLC · Certified Financial Planner
- John H. RoeAmeritrust Investment Advisors Inc. · Certified Financial Planner
- Nicholas W. RostykusOnedigital · Certified Financial Planner
- Daniel W. SafranekSafranek And Associates, LLC · Certified Financial Planner
- Derrick A. SandsTrinity Strategic Wealth · Certified Financial Planner
- Danielle C. ShahinBok Financial Securities, Inc. · Certified Financial Planner
- Hayden E. SiegfriedCorient · Certified Financial Planner
- Richard SilmanEdward Jones · Certified Financial Planner
- Eugene J. Smith Jr.Chartmark Investments, Inc. · Certified Financial Planner
- Paul M. SmithPrivate Advisor Group, LLC · Certified Financial Planner
- Michael N. SokolJ.P. Morgan Securities LLC · Certified Financial Planner
- Luke T. SpinardiSummit Wealth Group, LLC · Certified Financial Planner
- Theodore J. Spinardi IISummit Wealth Group, LLC · Certified Financial Planner
- Gary M. StanislawskiDrawbridge Capital · Certified Financial Planner
- Karig G. StoupTrinity Strategic Wealth · Certified Financial Planner
- Deanna F. StranglenCadent Capital Advisors, LLC · Certified Financial Planner
- Glenda R. SuchyRaymond James & Associates, Inc. · Certified Financial Planner
- Todd E. TaylorCadent Capital Advisors, LLC · Certified Financial Planner
- William R. Tennant Sr.J M Brown Financial Partners · Certified Financial Planner
- Hugh M. ThompsonEdward Jones · Certified Financial Planner
- Keith A. Van DykeTrinity Strategic Wealth · Certified Financial Planner
- Eric M. WalkerMorgan Stanley · Certified Financial Planner
- Joshua T. WatkinsStrategic Advisers LLC · Certified Financial Planner
- Suzanne C. WheelerMariner · Certified Financial Planner
- Jonathan C. WielengaGibraltar Capital Management, Inc. · Certified Financial Planner
- Samuel T. WierArvest Wealth Management · Certified Financial Planner
- Kent T. WoleverMorgan Stanley · Certified Financial Planner
- Timothy L. WyattArvest Wealth Management · Certified Financial Planner
- Dennis A. ZeimetTrinity Strategic Wealth · Certified Financial Planner
Firms with the most CFP professionals in Tulsa
Mariner 9Edward Jones 6Trinity Strategic Wealth 6Arvest Wealth Management 5Cetera Investment Advisers LLC 5Warburton Capital Management, LLC 5Corient 4LPL Financial LLC 4Morgan Stanley 4Cadent Capital Advisors, LLC 3Strategic Advisers LLC 3Ameriprise Financial Services, LLC 2Bok Financial Securities, Inc. 2Charles Schwab & Co., Inc. 2Council Oak Wealth Advisors 2
CFP advisors in other Oklahoma cities
All of Oklahoma →Oklahoma City 74Edmond 32Bartlesville 12Norman 11Broken Arrow 5Enid 5Jenks 5Duncan 4Muskogee 4Owasso 3Shawnee 3Stillwater 3Tahlequah 3
Questions
How many CFP financial advisors are in Tulsa, OK?
107 SEC-registered investment adviser representatives at firm offices in Tulsa, Oklahoma list the CFP designation; Mariner employs the most of them (9).
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 Tulsa?
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.