Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
44yrs
David Guier
Financial advisor at Wells Fargo Advisors
David Guier is a fiduciary financial advisor in Tulsa, Oklahoma, with 44 years in the industry. After eight years at Prudential Equity Group, David joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience44 years (since 1983)
How that compares ?Top 1% by experience nationwide
Office6060 S American Plaza St E Suite 350, Tulsa, OK 74135
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2023Wells Fargo Clearing Services, LLCPreviously
- 1995 – 2003Prudential Equity Group, LLCPreviously
Contact David
Local office(918) 742-8000Ask for David. (314) 875-3000Main office · St. Louis, MO 6060 S American Plaza St E Suite 350Tulsa, OK 74135Office · Get directions Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (918) 742-8000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for David Guier.
How long has David been a financial advisor?
David has been in the industry since 1983, about 44 years. Top 1% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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