Financial ADVSR advisor directory · SEC adviser records
Fmi financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Fmi office in Oklahoma, by city and A to Z.
4 registered advisors work at Fmi in Oklahoma, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Ardmore (4). 1 list the CFP designation and 0 are also registered broker representatives.
Fmi advisors by city in Oklahoma
Every firm in Oklahoma →Fmi advisors in Oklahoma, A to Z
Search by name →- Allen M. BynumArdmore
- Bregan M. HeitzArdmore · Certified Financial Planner
- Kayla S. TweedyArdmore
- Michael W. WhitsonArdmore
Fmi advisors in every state →Fmi: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Fmi financial advisors are in Oklahoma?
4 investment adviser representatives are registered at Fmi offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Oklahoma does Fmi have the most advisors?
Ardmore, with 4. Fmi has advisors in 1 city in Oklahoma.
How do I check a Fmi advisor in Oklahoma?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fmi office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.