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Advisors / Oklahoma / Tulsa
24yrs

Timothy Koski

Financial advisor at Everpar Advisors

Timothy Koski has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Tulsa, Oklahoma. After nine years at Morgan Stanley and four years at J.P. Morgan Securities, Timothy joined Everpar Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.

One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.

Tulsa, OK 74136Fiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2002)
How that compares ?More experience than 69% of advisors nationwide
Office2431 E. 61st Street Suite 825, Tulsa, OK 74136
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.24 million
Advisors at the firm10
States licensed ?1 state

Services through Everpar Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. 2014 – 2023
    Morgan StanleyPreviously
  3. 2008 – 2012
  4. 2006 – 2008
    J.P. Morgan Securities Inc.Previously
  5. 2003 – 2006
    Banc One Securities CorporationPreviously

Questions to ask Timothy

Tailored to Timothy’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Timothy

How do I contact Timothy?

Call Everpar Advisors at (918) 221-9290 and ask for Timothy Koski. Timothy works from the Tulsa, OK office.

How long has Timothy been a financial advisor?

Timothy has been in the industry since 2002, about 24 years. More experience than 69% of advisors nationwide.

What licenses does Timothy hold?

Series 66. Tap any license on this page to see what it allows.

Is Timothy a fiduciary?

Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Timothy paid?

Everpar Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Timothy 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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