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Designations / CFP® professionals

CFP® professionals in Oklahoma

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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347 advisors

Osaic Wealth
47yrs
Daniel Carroll Stith
Financial advisor
2629 W. I-44 Service Road Suite 100
Oklahoma City, OK 73112
Top 1% for experience in Oklahoma City
CFP®Fee-only firm
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Independent Financial Partners
46yrs
Peter Andrew Gregory
Financial advisor
869 East 33rd ST
Edmond, OK 73013
Top advisor for experience at Independent Financial Partners
CFACFP®Fiduciary
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F.i.g. Financial Advisory Services
45yrs
Ricky Todd Jurrens
Financial advisor
14642 Bogert Parkway
Oklahoma City, OK 73134
Top 1% for experience in Oklahoma
CFP®ChFCFee-only firm
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Merit Financial Advisors
44yrs
Stephen Paul Regouby
Financial advisor
6140 South 104 East Avenue Suite 100
Tulsa, OK 74133
Top advisor for experience at Merit Financial Advisors
CFP®
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Comprehensive Financial Planning
44yrs
David Karl Evans Mr.
Financial advisor
2919 United Founders Blvd.
Oklahoma City, OK 73112
Top 1% for experience nationwide
CFP®Fee-only firm
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Access Financial Resources
44yrs
Troy Emery Jones
Financial advisor
3621 NW 63rd Suite A-1
Oklahoma City, OK 73116
Top advisor for experience at Access Financial Resources
CFP®Fee-only firm
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LPL Financial
42yrs
John Kevin Maloney
Financial advisor
317 Lilac Drive, Suite 130
Edmond, OK 73034
Top 2% for experience in Edmond
CFP®FiduciaryFee-only firm
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LPL Financial
42yrs
Bob James Bollinger
Financial advisor
205 W. 7th Ave., Suite 203a
Stillwater, OK 74074
Top 2% for experience at LPL Financial
CFP®FiduciaryFee-only firm
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Cetera Investment Advisers
42yrs
Mark Charles Butterworth
Financial advisor
2642 E 21st ST STE 280
Tulsa, OK 74114
Top 2% for experience at Cetera Investment Advisers
CFP®ChFCFee-only firm
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Fourpath Capital Management
42yrs
Scott William Morton
Financial advisor
4727 Gaillardia Parkway Suite 120
Oklahoma City, OK 73142
Top advisor for experience at Fourpath Capital Management
CFP®FiduciaryFee-only firm
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Trinity Strategic Wealth
41yrs
Derrick Alan Sands
Financial advisor
1375 E. 71st Street
Tulsa, OK 74136
Top advisor for experience at Trinity Strategic Wealth
CFP®FiduciaryFee-only firm
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Lexaurum Advisors
41yrs
Don Spicer Jr
Financial advisor
3333 NW 63rd St, Suite 108
Oklahoma City, OK 73116
Top 3% for experience nationwide
CFACFP®Fiduciary
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Cadent Capital Advisors
41yrs
Todd Eugene Taylor
Financial advisor
4525 East 91st Street
Tulsa, OK 74137
Top 3% for experience nationwide
CFP®FiduciaryFee-only firm
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Access Advisory Group
40yrs
James Joseph Oplotnik
Financial advisor
6440 Avondale Dr. Suite 210
Oklahoma City, OK 73116
Top 4% for experience nationwide
CFP®Fee-only firm
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Retirement Investment Advisors
40yrs
Randy Loyn Thurman
Financial advisor
2925 United Founders Blvd.
Oklahoma City, OK 73112
Top advisor for experience at Retirement Investment Advisors
CFP®CPA/PFSFee-only firm
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Ameriprise Financial Services
40yrs
Ronald Glen Hargis
Financial advisor
6501 Tinker Diagonal
Midwest City, OK 73110
Top 4% for experience at Ameriprise Financial Services
CFP®ChFCFiduciary
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Cetera Investment Advisers
40yrs
Sasan Mike Hashemi
Financial advisor
13919 Quail Pointe Drive
Oklahoma City, OK 73134
Top 4% for experience nationwide
CFP®Fee-only firm
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Cambridge Investment Research Advisors
40yrs
Glenda Lyn Long
Financial advisor
101 East Main St.
Hydro, OK 73048
Top 4% for experience nationwide
CFP®Fiduciary
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L & M Wealth Management and Retirement Solutions
40yrs
Carol Elaine Lyons
Financial advisor
2601 NW Expressway Suite 110w
Oklahoma City, OK 73112
Top 4% for experience nationwide
CFP®Fee-only firm
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Gaddis Premier Wealth Advisors
40yrs
Roger Dale Gaddis
Financial advisor
202 W Main
Durant, OK 74701
Top advisor for experience at Gaddis Premier Wealth Advisors
CFP®FiduciaryFee-only firm
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Edward Jones
39yrs
Christy Lea Nelson
Financial advisor
2001 W Main Suite 113
Norman, OK 73069
Top 1% for experience at Edward Jones
CFP®FiduciaryFee-only firm
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Council Oak Wealth Advisors
39yrs
James E Diacon
Financial advisor
8801 S. Yale Avenue Suite 420
Tulsa, OK 74137
Top advisor for experience at Council Oak Wealth Advisors
CFP®ChFCFiduciary
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