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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Nathan Denton Barns, CFP®

Edward Jones

9222 S Elwood Ave Ste A
Jenks, OK 74037-2369
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Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Contact
Christy L. Nelson, CFP®

Edward Jones

1440 Pettit Rd
Goldsby, OK 73093-9165
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(405) 329-7399

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Anthony P. Eastmond, CFP®

Lake Thomas & Eastmond Inc

3621 NW 63rd St Ste A1
Oklahoma City, OK 73116-2041
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(405) 848-9826

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Securities

Contact
Kirby L. Croisant, CFP®

Kirby L Croisant, CPA, a Professional Corporation

2121 S Columbia Ave
Ste 610
Tulsa, OK 74114-3508
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(918) 742-0192

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management

Contact
W. Michael McCue, CFP®

Morgan Stanley Smith Barney

2200 S Utica Pl Ste 300
Tulsa, OK 74114-7030
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(918) 744-4685

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
Jack W. Crow, CFP®

Financial Planning Associates

2019 N Main St
Muskogee, OK 74401-4131
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(918) 781-0000

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning

Contact
Roger P. Littlefield, CFP®

Wunderlich Securities

2431 E 61st St Ste 300
Tulsa, OK 74136-1231
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(918) 293-2706

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Risk Management, Wealth Management

Contact
Jeffrey B. Yamada, CFP®

MCS Financial Advisors

1701 Windchime Dr
Norman, OK 73071-1915
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Compensation Method: Fee Only
Minimum Investable Assets: $1,500,000
Languages: German, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Management, Retirement Planning, Risk Management

Contact
Kevin F. Jacobs, CFP®

Step By Step Financial, LLC

2031 W Houston St
Broken Arrow, OK 74012-8304
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(918) 806-1030

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Gary M. Stanislawski, CFP®

Regent Financial Services, Inc

6119 E 91st St
Ste 300
Tulsa, OK 74137-3104
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(918) 493-4190

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Scott R. Duncan, CFP®

Covenant Financial Services

210 Park Ave Ste 3000
Oklahoma City, OK 73102-5621
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(405) 848-6999

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning

Contact
Kevin J. Wittrock, CFP®

ING Financial Partners

2232 NW 164th St
Edmond, OK 73013-8801
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(405) 285-9464

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Contact
Sylvia Karimian, CFP®

Karimian & Associates

7712 S Yale Ave
Ste 240
Tulsa, OK 74136-8226
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(918) 388-2003

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Jearl W. Meeks, CFP®

Wealth Management Strategies

1719 E 71st St
Tulsa, OK 74136-5108
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(918) 523-1999

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Contact
William P. Atkinson, CFP®

Access Financial Resources, Inc.

3621 NW 63rd St Ste A1
Oklahoma City, OK 73116-2041
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(405) 848-9826

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
John T. Keown, CFP®

Ameriprise Financial

8801 S Yale Ave Ste 250
Tulsa, OK 74137-3535
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(918) 748-8191

Compensation Method: Commission and Fee
Minimum Investable Assets: $350,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Steven W. Ellis, CFP®

Seasons Financial Group

5319 S. Sheridan Rd
Tulsa, OK 74145-7521
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(918) 627-3700

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Planning, Life Planning, Life Transitions

Contact
Malachi P. Sturlin, CFP®

Access Financial Group, Inc.

6632 NW 39th Expy
Bethany, OK 73008-2760
View on Map
(405) 491-0235

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Government and Military

Contact
Suzanne E. Baxter, CFP®

Financial Network Investment Corp.

P. O. Box 25676
Oklahoma City, OK 73125-0676
View on Map
(405) 951-9040

Compensation Method: Commission and Fee
Minimum Investable Assets: ($100,000,249,999)
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Education Planning, Employee and Employer Plan Benefits, Investment Management, Long-Term Care, Retirement Planning, Small Business Planning, Wealth Management

Contact
Louise A. Schroeder, CFP®

Personal Financial Solutions

703 S Western Rd, Suite B
Stillwater, OK 74074-4126
View on Map
(405) 533-2533

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Debt Management, Elder Care, Government and Military, Long-Term Care, Retirement Income Management, Retirement Planning

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