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Financial Planners in Oklahoma

Financial Planners in Oklahoma City, OK

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Here is a complete directory of most local Financial Planners in Oklahoma City, OK.

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25 results found

Daniel Avery Oklahoma City, OK

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor

Experience & Education

Position:
Vice President / Branch Manager III at Bank of Oklahoma
Title:
Vice President / Branch Manager III
Location:
Oklahoma City, Oklahoma Area
Industry:
Banking
Work history:
Bank of Oklahoma Vice President / Branch Manager IIIsince May 2001MetLife Financial Services Financial Services RepresentativeMay 2000 - Apr 2001
Full Profile

Randy Thurman Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Lecturer • Postsecondary Teacher • Property Manager • Real Estate Manager

Experience & Education

Position:
Co-President and CFO/Financial Planner at Retirement Investment Advisors, Inc.
Title:
Co-President at Retirement Investment Advisors, Inc.
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Retirement Investment Advisors, Inc. Co-President and CFO/Financial Plannersince Jan 1997INTEGRIS Health Foundation Board Member1999 - 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

Ric Moore Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at MetLife
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
MetLife Financial Plannersince Jul 2006Money Concepts Financial ConsultantAug 2004 - Jul 2005
Full Profile

Alex Pendley Oklahoma City, OK

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Red Bud Financial at AXA Advisors
Title:
Financial Advisor Red Bud Financial
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
AXA Advisors Red Bud Financialsince 2009Red Bud Financial Financial Planner2008 - 2010
Full Profile

David Hawkins Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Invest Financial
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Invest Financial Financial Planner
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
Full Profile

Bishop Bill Oklahoma City, OK

Professions & Specialties

Portfolio Manager • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager at Morgan Stanley Wealth Management
Title:
Senior Portfolio Manager at Morgan Stanley
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Portfolio Managersince Jun 2002A.G. Edwards Financial PlannerApr 1999 - Jun 2002
Full Profile

Doug Brown Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lieutenant Colonel

Experience & Education

Position:
Financial Planner at Rimmer Retirement Advisors
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Rimmer Retirement Advisors Financial Plannersince Jun 2007Oklahoma Army National Guard Lieutenant ColonelDec 2006 - Jun 2011
Full Profile

David Hawkins Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Invest Financial
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Invest Financial Financial Planner
Full Profile

Cheryl Mckean Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Financial Concepts Mortgage
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Financial Concepts Mortgage Financial Planner
Full Profile

Randy Fowler Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Fowler & Associates
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Fowler & Associates Financial Planner
Full Profile

Walter Corbett Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at MetLife
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Full Profile

D. Johnston Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Co-Founder • Chief Executive • Corporate Executive • Founder • Founding Member • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Market Analyst • Advertising Sales Agent • Brand Representative • Market Research Analyst • Planner • Graphic Designer

Experience & Education

Position:
President & CEO at Advisolocity, President & CEO at DBJ Associates, Co-Founder/Principal at ...
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Advisolocity President & CEOsince Mar 2010DBJ Associates President & CEOsince Nov 2008
Skills:
Specialities include: improving productivity across all levels of the organization, managing people ...
Full Profile

Keith Carter Oklahoma City, OK

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Minister • Butler • Organization Management • Non-Profit • Clergy • Personal Care Aide • Chairperson • Chief Executive • Operations Manager • Assistant Manager • Guide • Business Administrator • Spokesperson • Representative • Advisor • Managers • Tour Guide • Vice President • Associate Professor • Lecturer • Postsecondary Teacher • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Position:
MInister of Stewardship at St. John Missionary Baptist Church in Oklahoma City, OK, President at I...
Title:
Minister of Stewardship
Location:
Oklahoma City, Oklahoma Area
Industry:
Nonprofit Organization Management
Work history:
St. John Missionary Baptist Church in Oklahoma City, OK MInister of Stewardshipsince Apr 2010I AM THIRD Ministries Presidentsince Aug 1994
Financial Planner / Author / Motivational Speaker..
Full Profile

Arien Masher Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Director • Operations Manager • Business Administrator • Bachelor of Business Administration • Accounting Analyst • Financial Analyst

Experience & Education

Position:
Boeing Wichita Site Integrator / Finance Chief of Staff at Boeing
Title:
Finance Chief of Staff / Site Integration
Location:
Oklahoma City, Oklahoma
Industry:
Aviation & Aerospace
Work history:
Boeing Boeing Wichita Site Integrator / Finance Chief of Staffsince Aug 2011Boeing Finance Overhead Rates & Factors AnalystApr 2007 - Aug 2011
Skills:
Organizational Development, Strategic Planning, Program Facilitation, Aerospace, Process...
Full Profile

David Lassiter Oklahoma City, OK

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Advertising Professional • Advertising Sales Agent • Customer Service • Supporting Member • Team Member • Computer Software Professional • Software Developers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Position:
Account Executive at Versateq
Location:
Oklahoma City, Oklahoma Area
Industry:
Marketing and Advertising
Work history:
Versateq - Oklahoma KansasAccount Executivesince Jul 2011Sprint Corporate Sprint Business Account Executive - OklahomaApr 2007 - Jul 2011
Skills:
Information Technology, Telecommunications, Operations Management, Marketing, Management, Program...
Financial Planner at Financial Planner
Full Profile

Lynn Gray Oklahoma City, OK

Professions & Specialties

Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Chief Economist • Operations Manager • Management Analysts • Community Service Manager • Government Administration Professional • Associate Professor • Lecturer • Postsecondary Teacher • Automotive Specialist • Automotive Professional • Analysts

Experience & Education

Position:
Director of Economic Research at State of Oklahoma
Title:
Director of Economic Research, State of Oklahoma
Location:
Oklahoma City, Oklahoma Area
Industry:
Government Administration
Work history:
State of Oklahoma Director of Economic Researchsince Sep 1999Oklahoma City Community College Adjunct ProfessorJan 2002 - May 2010
Financial Planner at IDS
Full Profile

Illest Tekiner Oklahoma City, OK

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Personal Trainer • Fitness Trainer • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Finance and Accounting Specialist • Client Service Officer • Administrative Associate • Business Administrator • Managers • Administrative Clerk • Clerical Specialist • Wellness and Fitness • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service

Experience & Education

Position:
PT- Personal Trainer at Anytime Fitness - Moore, Sr. Accounting Clerk at OUHSC
Title:
PT- Personal Trainer at Anytime Fitness - Moore
Location:
Oklahoma City, Oklahoma Area
Industry:
Higher Education
Work history:
Anytime Fitness - Moore - Moore, OKPT- Personal Trainersince Feb 2013OUHSC Sr. Accounting Clerksince Oct 2007
Financial Planner at Primerica
Full Profile

Celia Moor Oklahoma City, OK

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mediator • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Outside Sales Representative • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Owner • Chief Executive

Experience & Education

Position:
Mediator at Mediation Resources, Broker at Trish Lassiter Realty
Title:
Mediator at Mediation Resources
Location:
Oklahoma City, Oklahoma Area
Industry:
Alternative Dispute Resolution
Work history:
Mediation Resources Mediatorsince 2005Trish Lassiter Realty Brokersince 2005
Securities Broker and Financial Planner at Merrill Lynch
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 Zin Oklahoma City, OK

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Process Analyst • Analysts • Project Manager • Financial Planning Analyst • Accounting Analyst • Financial Analyst • Programmer Analyst • Information Systems Analyst • IT Analyst • Project Managers

Experience & Education

Work

Company:
Zin consulting services inc., llc
Business process analyst
Company:
Electronic transaction consultants corporation - Seattle, WA
Business process analyst

Skills

Hyperion, Six Sigma, SDLC life-cycle, MS BI Stack, SQL, MS Office, Visio, MS Power point
Full Profile

Michael Zin Oklahoma City, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Data Analyst • Data Entry Specialist • Data Scientist • Programmer Analyst • Information Systems Analyst • IT Analyst • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Work

Company:
Deaconess hospital
Data analyst
Company:
Remy international
Sales data analyst

Skills

Data analytics, SQL, project leadership, staff accountant, accounting, MS Office 2010, commitment,...
Full Profile

Eric Hardaway Oklahoma City, OK

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Massage Therapist • Massage Therapy • Technical Support Specialist • Systems Support Specialist • Support Specialists • Advocate • Jurist • Legal Counsel • Customer Service • Technical Specialist • Technical Support Specialists

Experience & Education

Work

Company:
Massage therapy
Healling hand
Company:
Massage therapy - Oklahoma City, OK
Technical support/computers printers
Full Profile

Sam Bursch Oklahoma City, OK

Professions & Specialties

Loan Officer • Loan Officers • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Volunteer • Non-Profit • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Purchase Loan, Refinancing, Mortgage Planning
Work:
Cornerstone Home Lending, Inc.
4700 Gaillardia Parkway Ste. 101, Oklahoma City, OK 73142
Experience:
9 years years
Full Profile

Financial Planners near Oklahoma City, OK01EdmondNormanYukon


Financial Planners around Oklahoma City, OK

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Yukon  (1)

Financial Planners in Oklahoma

Sub-specializations

Financial Planner  (25)