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John Brendan Wolverton

Advisor at STIFEL — Lawton, OK

Updated today

Credentials

Series 63

Experience

37 years

Location

Lawton, OK 73505

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

John Wolverton is a financial advisor at Stifel with 36 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co. Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a board member for the Christian Family Counseling Center in Lawton, OK. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Lawton, OK

3908 NW Elm Avenue

Lawton OK 73505

Advisors at this office

4

Most active in

Oklahoma · Texas

Work history

37 years of industry experience

Stifel Nicolaus & Co Inc

2018 - Present • 8 years

Lawton, OK

Wells Fargo Clearing

2016 - 2018 • 2 years

Lawton, OK

Wells Fargo Advisors Llc

2009 - 2016 • 7 years

Lawton, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John M

Series 65

Lawton, OK

Invictus Investment Advisors

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, Oklahoma, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including consulting and economic development at the Lawton Fort Sill Chamber of Commerce. Montgomery also maintains separate consulting engagements alongside his advisory practice. Invictus Investment Advisors provides discretionary investment management and financial planning to both individual and institutional clients, including employer-sponsored retirement plans. The firm employs primarily passive investment strategies based on Modern Portfolio Theory and offers employee benefit plan advisory services, maintaining discretionary authority and conducting regular portfolio reviews.

Passive / index investing
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Marquise H

Series 66

Lawton, OK

Arvest Wealth management

Marquise Haliburton is a financial advisor at Arvest Wealth Management in Lawton, OK, with two years of industry experience. He holds a Series 66 credential and has worked at both Arvest Wealth Management and Arvest Bank since 2023. Prior to his financial services career, he was employed at Target and the Lawton Country Club. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, utilizing Investment Policy Statements to guide service recommendations and model allocations.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Wade M

Series 66

Lawton, OK

First Command Advisory Services

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history with MSC Industrial Supply Co and Super Supplements. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Anna Kay H

Series 66

Lawton, OK

First Command Advisory Services

Anna Kay Hamilton is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and serves as Treasurer on the board of the Air Defense Association. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Savannah C

Series 66

Lawton, OK

First Command Advisory Services

Savannah Coltrain is a Series 66 licensed financial advisor at First Command Advisory Services with three years of industry experience. Her prior roles include positions at New Oklahoma Investments and various service and hospitality businesses. She has also been involved with Backporch Drafthouse and Mike's Sports Grille. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centralized portfolio management and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Henry E

Series 63, Series 65

Lawton, OK

First Command Advisory Services

Henry Evans III is a financial advisor at First Command Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 1993. Outside of his advisory role, he is president of Henry C Evans III, Enterprises, LLC, an entity used for financial and tax purposes related to his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers and model portfolios for clients.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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