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Certified Financial Planners in Oklahoma

Certified Financial Planners in Oklahoma City, OK

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52 results found

Stephen Rimmer Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Oklahoma City, Oklahoma Area
Industry:
Investment Management
Full Profile

Louise Schroeder Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Non-Profit • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at Personal Financial Solutions, Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Personal Financial Solutions, Inc. Ownersince Jul 2001Garrett Planning Network Member2001 - 2009
Skills:
Comprehensive financial planning, integrated retirement/long-term care/estate planning, and...
Full Profile

Brian Puckett Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Bachelors Degree • Managing Partner • Financial Manager • Partner • Chief Executive • Speaker • Spokesperson • Representative • Associate Professor • Lecturer • Postsecondary Teacher • Hacker • Computer Security Specialist • Security and Investigations Professional • IT Security • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Partner at Align Wealth Management
Title:
CFP®, CPA, PFS, JD / Align Wealth Management
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Align Wealth Management - Oklahoma City, Oklahoma Area & Tampa Bay AreaManaging Partnersince Dec 1993Fowler White Boggs AttorneyMay 1988 - Dec 1993
Full Profile

Patricia Goodman Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • President and Owner • Chairperson • Chief Executive • Financial Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Partners in Financial Planning
Title:
Owner, Partners in Financial Planning
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Partners in Financial Planning Ownersince 1995
Full Profile

Jennifer Weinland Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
V. P./CFP at Bank of Oklahoma
Location:
Oklahoma City, Oklahoma Area
Industry:
Banking
Work history:
Bank of Oklahoma V. P./CFP
Full Profile

Scott Logan Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Chairperson • Financial Manager • Chief Executive • Client Service Officer • Commodities Clerk • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Asset Planning Solutions
Title:
President and Certified Financial Planner, Asset Planning Solutions
Location:
Oklahoma City, Oklahoma Area
Industry:
Investment Management
Work history:
Asset Planning Solutions - Edmond, OklahomaPresidentsince Nov 2002Various Financial Service Companies - East Texas and Oklahoma CityFinancial AdvisorJul 1996 - Nov 2002
Full Profile

Bryan Stewart Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Financial Manager • Chief Executive • Operations Manager • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP® at Synergy Advisors Group, LLC.
Title:
CFP®
Location:
Oklahoma City, Oklahoma
Industry:
Investment Management
Work history:
Synergy Advisors Group, LLC. - Oklahoma City, OKCFP®since Sep 2005John Hancock Brokerage Manager2002 - 2005
Skills:
Retirement Planning, Long-term Care, Estate Planning, Fixed Annuities, Retirement, IRAs, 401k, Life ...
Full Profile

Mike Hashemi Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner TM at Investment Concepts and Financial Planning Services, Inc.,...
Title:
Certified Financial Planner TM and Certified Wealth Strategist TM at First Allied Securities, Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Investment Concepts and Financial Planning Services, Inc. - Oklahoma City, Oklahoma AreaCertified Financial Planner TMsince Aug 1990First Allied Securities, Inc. Certified Financial Planner TM, Certified Wealth Stategist TMsince 1990
Full Profile

Steve Rimmer Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner, CFP® at Rimmer Retirement Advisors / Raymond James Financial...
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Rimmer Retirement Advisors / Raymond James Financial Services, Inc Certified Financial Planner, CFP®since Nov 2006Edward Jones CFP, Certified Financial PlannerAug 1990 - Oct 2006
Skills:
Financial Planning, Investments, Retirement Planning, Estate Planning, Tax Planning
Full Profile

Shawn Powell Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Publisher • Publishing Professional • Owner • Financial Manager • Chief Executive • Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Publisher at EastWord News, Owner at Powell Financial Planning, Colonel at United States Army Reserve
Title:
Certified Financial Planner
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
EastWord News Publishersince Jan 2012Powell Financial Planning Ownersince 1992
Skills:
Wealth Management, Asset Managment, Equities, Strategic Financial Planning, Investments, Command...
Full Profile

Rhonda Mcmurtrey Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Legal Aide • Paralegal • Financial Manager • Operations Manager • Real Estate Manager

Experience & Education

Position:
Paraplanner with the practice of Janet L Allison, CFP® at Ameriprise Financial Services, Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Paraplanner with the practice of Janet L Allison, CFP®since Jan 2006Green, Brown & Stark, P.C. Legal Assistant1983 - 2004
Full Profile

Timothy Ogiela Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Mechanic • Financial Manager • Technician • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Sheet Metal Mechanic at United States Air Force, Estate Planner at Family Estate Planning,...
Title:
Estate Planner at Family Estate Planning
Location:
Oklahoma City, Oklahoma Area
Industry:
Legal Services
Work history:
United States Air Force - Oklahoma City, Oklahoma AreaSheet Metal Mechanicsince Sep 2011Family Estate Planning - Oklahoma City, Oklahoma AreaEstate Plannersince Sep 2009
Skills:
Aircraft, Aviation, Microsoft Office, Military, Security Clearance, Aerospace, Customer Service,...
Full Profile

Kathy Lee Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Organization Management • Financial Manager • Operations Manager

Experience & Education

Position:
Estate Planner at The Baptist Foundation of Oklahoma
Location:
Oklahoma City, Oklahoma Area
Industry:
Nonprofit Organization Management
Work history:
The Baptist Foundation of Oklahoma Estate Planner
Full Profile

David Mercer Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Michigan Reef Oil Company, LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Oil & Energy
Work history:
Michigan Reef Oil Company, LLC - Oklahoma City, Oklahoma AreaPresidentsince Mar 2009Morgan Stanley - Edmond,OKCFP/VPApr 1999 - Dec 2008
Full Profile

Cfp Skurkey Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • MS in Forensic Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP,MSFS,ChFC,AEP at Summit Wealth Solutions
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Summit Wealth Solutions CFP,MSFS,ChFC,AEP
Skills:
Qualified Plans, Business Transition
Full Profile

Michael Hashemi Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP at First Allied Securities, Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Full Profile

Rita Mullins Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP, CRPC--
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Full Profile

Suzanne Durazo Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Manager • Operations Manager • Clerical Specialist • Managers • Computer Specialist

Experience & Education

Work

Company:
Small business owner and estate planner
Company:
Grant administrator
Full Profile

Dennis Packard Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CFP / Partner at Align Wealth Management
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Full Profile

Allen Staples Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager

Experience & Education

Position:
First VP Investments CFP at UBS
Location:
Oklahoma City, Oklahoma Area
Industry:
Investment Management
Work history:
UBS First VP Investments CFP
Full Profile

Anthony Van Eck Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Drivers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Marketing Manager • Business Unit Manager • Business Administration Specialist • Financial Manager • Claim Adjuster • Claims Counsel • Legal Counsel • Insurance Professional • Underwriter • Security • Business Administrator • Juris Doctor • Computer Specialist • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Insurance Counsel at American Farmers and Ranchers Mutual Insurance Company
Location:
Oklahoma City, Oklahoma Area
Industry:
Insurance
Work history:
American Farmers and Ranchers Mutual Insurance Company - Oklahoma City, Oklahoma AreaInsurance Counselsince Sep 2011American Farmers and Ranchers Mutual Insurance Company Idaho, Texas & Subrogation ManagerMay 2005 - Sep 2011
Skills:
Alternative Dispute Resolution, Litigation, Insurance, Casualty, Claims Management, Claims...
Certifications:
Certified Subrogation Recovery Professional, National Association of Subrogation Professionals
Full Profile

Larry Parman Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Secretary • Chairperson • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Maestro • Music Artist • Musicians • Governor • Government Administration Officer • Civil Servant • Chief Judge • Judge • Financial Manager • Analysts

Experience & Education

Position:
Secretary of State at State of Oklahoma, President at Parman & Easterday, LLP, Partner at Notch ...
Title:
Secretary of State at State of Oklahoma
Location:
Oklahoma City, Oklahoma Area
Industry:
Public Policy
Work history:
State of Oklahoma - Oklahoma City, OklahomaSecretary of Statesince Mar 2013Parman & Easterday, LLP Presidentsince Jan 1984
Full Profile

Ken Shelton Oklahoma City, OK

Professions & Specialties

Owner • Chief Executive • Leader • Managers

Experience & Education

Position:
Owner at Ken Shelton Insurance Agency Inc.
Title:
Owner, Ken Shelton Insurance Agency Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Insurance
Work history:
Ken Shelton Insurance Agency Inc. Ownersince Feb 1981United State Army - Ft Ord CaliforniaInfantry OfficerOct 1975 - Oct 1978
CFP Pre Certifiction
Full Profile

Shawnnessy Black Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Managing Partner • Chief Executive • Partner • Law Specialist • Lawyers • Financial Manager • Office Clerk • Clerical Specialist

Experience & Education

Position:
Attorney and Managing Partner at Law Office
Title:
Owner, Law Office
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Law Office Attorney and Managing Partnersince Sep 2006Fowler Productions Inc. SalesMay 2002 - Oct 2003
Skills:
Litigation, Civil Litigation, Legal Research, Editing, Appeals, Strategy, Commercial Litigation,...
Full Profile

Dawn Hallman Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Bachelor of Business Administration • Spokesperson • Representative

Experience & Education

Position:
Owner at Hallman & Associates, P.C.
Title:
Owner, Hallman & Associates, P.C.
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Hallman & Associates, P.C. Ownersince 2000
Skills:
Engaging Public Speaker, Estate Planning, Business Planning, Asset Protection, Estate...
Full Profile

Ryan Duffy Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Law Specialist • Associate Attorney • Lawyers • Apprentice • Bachelor of Science • Property Manager • Real Estate Manager • Chief Executive • Financial Manager • Student Worker

Experience & Education

Position:
Associate at Andrews Davis, P.C.
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Andrews Davis, P.C. Associatesince Apr 2010John B. Davis, PLLC Associate AttorneyMay 2004 - Mar 2010
Skills:
Probate, Estate Planning, Real Estate, Tax, Securities, Tax Law, Entity Formation, Trusts, Business ...
Full Profile

B. Cowan Oklahoma City, OK

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager/Financial Advisor/ Investment Banking at Raymond James
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Raymond James Branch Manager/Financial Advisor/ Investment Bankingsince Jan 2006The Health Club UFBRA Member1994 - 2008
Skills:
Investments - stocks, options, mutual funds, closed end funds, and bonds, Retirement Plans - IRA,...
Certified Financial Planner
Full Profile

Christi Powell Oklahoma City, OK

Professions & Specialties

Puchasing and Estimating Manager • Owner • Treasurer • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Dental Hygienist • Oral Health Therapist • Team Member • Student Worker

Experience & Education

Position:
Owner at Falcon Financial of Oklahoma, LLC
Title:
Owner, Falcon Financial of Oklahoma, LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Falcon Financial of Oklahoma, LLC - Edmond, OKOwnersince Jul 2007Financial Planning Association Treasurer Central Oklahoma2009 - 2013
Skills:
Financial Planning, Investments, Public Speaking, Financial Advisory, Small Business, Personal...
Certified Financial Planner Board of Standards
Full Profile

Justin Henegar Oklahoma City, OK

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Operations Manager/ Financial Advisor at Raymond James & Associates
Title:
Branch Operations Manager/Financial Advisor
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Raymond James & Associates Branch Operations Manager/ Financial Advisorsince May 2009Merrill Lynch Registered Client AssociateJun 2007 - Apr 2009
CERTIFIED FINANCIAL PLANNER
Full Profile

Andrew Schroeder Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Apprentice • Business Administrator • Property Manager • Real Estate Manager • Student Worker • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Resolution Legal Group f/k/a Palmer Wantland
Title:
Attorney at Palmer Wantland
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Resolution Legal Group f/k/a Palmer Wantland Attorneysince Aug 2010DeBee Gilchrist, PC AttorneyApr 2007 - Aug 2010
Skills:
Mergers & Acquisitions, Civil Litigation, Real Estate, Real Estate Transactions, Corporate Law, ...
Full Profile

Joe Crosthwait Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Law Specialist • Lawyers • Juris Doctor

Experience & Education

Position:
Attorney at The Crosthwait Law Firm
Location:
Oklahoma City, Oklahoma Area
Industry:
Legal Services
Work history:
The Crosthwait Law Firm Attorneysince 1974American Bar Association Member1971 - 2013
Languages:
French
Certifications:
Certified Financial Planner
Full Profile

John Gillespie Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Chairperson • Owner • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Air Transportation Worker • Spokesperson • Representative • Sales Agent • Sales Representative • Lyricist • Poet • Author

Experience & Education

Position:
Owner at Access Financial Group, Inc., President and Business Development Officer at Access Capital ...
Title:
President and Business Development Officer at Access Capital Management, LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Access Financial Group, Inc. OwnerAccess Capital Management, LLC President and Business Development Officersince Jun 2010
Full Profile

Michael Dunham Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Bachelor of Science • Psychologist • Financial Manager • Advisor • Business Teacher • Psychology Specialist

Experience & Education

Position:
Fee-only financial planner at Capstone Financial Group, Inc.
Title:
Fee-only financial planner
Location:
Oklahoma City, Oklahoma
Industry:
Financial Services
Work history:
Capstone Financial Group, Inc. - Oklahoma City, OklahomaFee-only financial plannersince Jun 1983The First National Bank and Trust Company of Oklahoma City - Oklahoma CityTrainee through OfficerJan 1979 - Jun 1982
Certifications:
Certified Financial Planner (R) (CFP), Certified Financial Planner Board of Standards and Practices
Certified Pension Consultant, Amerian Society of Pension Actuaries and Professionals
Full Profile

Shawnnessy Jiwa Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Owner at Law Office
Title:
Owner, Law Office
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Law Office OwnerGolden Treasures OwnerFeb 1997 - May 2005
Full Profile

Jerry Shiles Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Judge • Advocate • Jurist • Legal Counsel • Juris Doctor • Bachelor of Science • Financial Manager

Experience & Education

Position:
Managing Attorney, Elder Law and Estate Planning Attorney at Parman & Easterday, Attorney at...
Title:
Managing Attorney at Parman & Easterday
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Parman & Easterday Managing Attorney, Elder Law and Estate Planning Attorneysince Aug 2004American Academy of Estate Planning Attorneys Attorneysince 1993
Languages:
German
Full Profile

Carl Milam Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager

Experience & Education

Title:
President, Western Concepts Restaurant Group
Location:
Oklahoma City, Oklahoma Area
Industry:
Restaurants
Full Profile

Kelly Atkinson Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Assistant Vice President • Vice President • Chief Executive • Customer Service • Marketing Manager • Banking Manager • Financial Officer • Financial Manager • Operations Manager • Credit Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Science • Business Administrator • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Commercial Relationship Manager at Arvest Bank
Location:
Oklahoma City, Oklahoma Area
Industry:
Banking
Work history:
Arvest Bank Commercial Relationship Managersince May 2013First Fidelity Bank Assistant Vice PresidentMay 2011 - Apr 2013
Full Profile

Philip Pedlow Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Recruiting Field Director at Northwestern Mutual, Financial Representative at Northwestern Mutual
Title:
Financial Planner/ Field Director at Northwestern Mutual Financial Network
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Northwestern Mutual Recruiting Field Directorsince Oct 2011Northwestern Mutual Financial Representativesince Jun 2002
Certified Financial Planner
Full Profile

Bandel Kite Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Investor • Owner • Chief Executive • Apprentice • Financial Manager • Landman • Lawyers • Master of Business Administration • Bachelor of Science • Medical Support Assistant • Student Worker • Health Support Worker • Healthcare Support • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investor Relations/Business Development at SandRidge Energy, Owner/Operator at Weekend Excursion, Ltd.
Title:
Investor Relations/Business Development at SandRidge Energy
Location:
Oklahoma City, Oklahoma Area
Industry:
Accounting
Work history:
SandRidge Energy Investor Relations/Business Developmentsince May 2010Weekend Excursion, Ltd. Owner/Operatorsince Feb 2010
Full Profile

Daryl Lidia Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Business Administrator • Property Manager • Real Estate Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Lidia Law Firm
Title:
Attorney, Lidia Law Firm
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Lidia Law Firm Attorneysince Jan 2004DeBee Gilchrist & Lidia Attorney1992 - 2004
Skills:
Estate Planning, Trusts, Estate Administration, Wills, Powers of Attorney, Business Formation,...
Full Profile

Ken Shelton Oklahoma City, OK

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Leader • Managers • Financial Manager • Sales Representative

Experience & Education

Position:
Owner at Ken Shelton Insurance Agency Inc.
Title:
Owner, Ken Shelton Insurance Agency Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Insurance
Work history:
Ken Shelton Insurance Agency Inc. Ownersince Feb 1981United State Army - Ft Ord CaliforniaInfantry OfficerOct 1975 - Oct 1978
Skills:
Fixed Annuities, Homeowners, Insurance, Health Insurance, Term Life Insurance, Umbrella Insurance,...
CFP Pre Certifiction
Full Profile

Kenneth Heidenreich Oklahoma City, OK

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager at Wells Fargo Advisors
Title:
Branch Manager at Wells Fargo Advisors, LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Branch Managersince Dec 2008Merrill Lynch - Oklahoma City, Oklahoma AreaFinancial AdvisorMay 2004 - Dec 2008
Certified Financial Planner,CFP,
Full Profile

John Benefiel Oklahoma City, OK

Professions & Specialties

Puchasing and Estimating Manager • Pastoral Worker • Clergy • Chairperson • Chief Executive • Financial Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Pastor and Apostle at Church on the Rock, Oklahoma City
Location:
Oklahoma City, Oklahoma Area
Industry:
Religious Institutions
Work history:
Church on the Rock, Oklahoma City Sr. Pastor and Apostlesince 1991Heartland Apostolic Prayer Network Chairman2006 - 2011
Skills:
Public Speaking, Conflict Resolution, Leadership Development, Strategic Planning, Teaching,...
Certified Financial Planner
Full Profile

Scott Swisher Oklahoma City, OK

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Managing Principal at Swisher Financial Services LLC
Title:
Managing Principal Swisher Financial Services LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Swisher Financial Services LLC - Oklahoma City, Oklahoma AreaManaging Principalsince Mar 2011Southwest Securities - Oklahoma City, Oklahoma AreaFinancial AdvisorOct 2004 - Mar 2011
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP Board
Full Profile

John Benefiel Oklahoma City, OK

Professions & Specialties

Puchasing and Estimating Manager • Pastoral Worker • Clergy • Chairperson • Chief Executive • Financial Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Pastor and Apostle at Church on the Rock, Oklahoma City
Location:
Oklahoma City, Oklahoma Area
Industry:
Religious Institutions
Work history:
Church on the Rock, Oklahoma City Sr. Pastor and Apostlesince 1991Heartland Apostolic Prayer Network Chairman2006 - 2011
Certified Financial Planner
Full Profile

Malachi Sturlin Oklahoma City, OK

Professions & Specialties

Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Access Financial Group, Inc., Airborne Mission Systems Specialist at...
Title:
Senior Vice President at Access Financial Group, Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Access Financial Group, Inc. Senior Vice Presidentsince Jun 2003United States Air Force Reserves Airborne Mission Systems Specialistsince 1997
CERTIFIED FINANCIAL PLANNER
Full Profile

Rayburn Brooks Oklahoma City, OK

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Vice President • Financial Manager

Experience & Education

Title:
President at Brooks Investment Professionals
Location:
Oklahoma City, Oklahoma Area
Industry:
Investment Management
Full Profile

Rayburn Ray Oklahoma City, OK

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Vice President • Financial Manager

Experience & Education

Title:
President at Brooks Investment Professionals
Location:
Oklahoma City, Oklahoma Area
Industry:
Investment Management
Full Profile

Kendall Parrish Oklahoma City, OK

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
President at Law Offices of Kendall Parrish, P.C.
Title:
Law Offices of Kendall Parrish, P.C.
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Law Offices of Kendall Parrish, P.C. President
Full Profile

Jordan Vineyard Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Technician • Analyst • Technical Specialist • Technical Support Specialists • Analysts • Director • Operations Manager • Financial Manager • Financial Analyst

Experience & Education

Title:
Records and Information Management
Location:
Oklahoma City, Oklahoma Area
Industry:
Oil & Energy
CFP Assistant/Financial Analyst at Access Financia..
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Certified Financial Planners near Oklahoma City, OK02468EdmondChoctawYukon