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Kraig Alan Mcfarland

Advisor at Advisor Resource Council — Bixby, OK

Updated today

Credentials

Series 63, Series 65

Experience

37 years

Location

Bixby, OK 74008

Advisor Resource Council logo

Advisor Resource Council

Multi-team

Total advisors

87

Across 19 offices

Clients per advisor

134 Very High

Avg AUM per client

$285,563 Very Low

HNW client ratio

18% Typical

About

Kraig Mcfarland is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at DRAWBRIDGE CAPITAL, LPL Financial, and non-variable insurance and health insurance sales. He also operates as an insurance agent for individual health insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types.

Client services

Based on Advisor Resource Council

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Advisor Resource Council

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.)

Occupation focus

Based on Advisor Resource Council

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning flat fees range from $50 to $15,000; flat annual management fees up to $100,000+ depending on asset level

Percentage

$0 - $499,999: 2.25% (traditional asset management max rate) $500,000 - $999,999: 2.25% (traditional asset management max rate) $1,000,000 - $1,999,999: 2.25% (traditional asset management max rate) $2,000,000 - $4,999,999: 2.25% (traditional asset management max rate) $5,000,000+: 2.25% (traditional asset management max rate) $0 - $499,999: 2.50% (wrap fee program max rate) $500,000 - $999,999: 2.50% (wrap fee program max rate) $1,000,000 - $1,999,999: 2.50% (wrap fee program max rate) $2,000,000 - $4,999,999: 2.50% (wrap fee program max rate) $5,000,000+: 2.50% (wrap fee program max rate)

Commissions

Commissions from LPL for IARs registered representatives; referral fees 1.0% loan amount (bank), 0.025% loan amount (internet lending platform), 0.47% interest earned (cash management platform)

Project-based

Financial planning and consulting hourly fees $100 to $500

Other

Account minimum: $500 for AIQ Foundations; $25,000 for AIQ Essentials and LPL Model Wealth Portfolios; $50,000 for LPL Manager Access Select (equity); $200,000 for AIQ Focused; $250,000 for LPL Personal Wealth Portfolios; $5,000 for LPL Guided Wealth Portfolios Minimum fee: Flat annual fees ranging from $50 to $100,000+ depending on asset level Fee-only: Financial planning fees hourly $100-$500; flat fees $50-$15,000

Location

See office

Bixby, OK

103 N Armstrong Street, Suite 208

Bixby OK 74008

Advisors at this office

1

Most active in

Oklahoma

Work history

37 years of industry experience

Advisor Resource Council

2021 - Present • 5 years

Bixby, OK

DRAWBRIDGE CAPITAL (Formerly: Regent Financial Services, Inc.)

2016 - Present • 10 years

Tulsa, OK

LPL Financial

2014 - Present • 12 years

Jenks, OK

Non-variable Insurance

2007 - Present • 19 years

Tulsa, OK

Health Insurance Sales

2006 - Present • 20 years

Tulsa, OK

Raymond James Financial Services, inc.

2003 - 2009 • 6 years

Tulsa, OK

A. G. Edwards & Sons, Inc.

1997 - 2003 • 6 years

Tulsa, 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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Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor with Sandman Wealth Management in Tulsa, OK. She holds a Series 65 designation and has five years of industry experience. Sandra serves on the board of John 3:16 Mission, a faith-based organization. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, using fundamental, technical, and cyclical analysis to guide portfolio management.

Wealth management Retirement income strategy General tax planning
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John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Business ownership considerations Young Professionals Work/Life Balance Gen Y/Millennials (Born 1980-1995)

Autumn K

CFP®

Jenks, OK

Styled Wealth

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

General retirement planning Women Professionals Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Crystal J

Series 65

Bixby, OK

Redemptive Wealth Management LLC

Crystal Jeske is a financial advisor at Redemptive Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has held roles at ExxonMobil and various community organizations. Jeske has also been involved with nonprofit and family-focused ventures outside of her advisory work. Redemptive Wealth Management LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and businesses with financial planning, family wealth coordination, and discretionary investment management. The firm uses a model-based, index-oriented approach primarily implemented with low-cost ETFs and offers pooled-vehicle, institutional management, and public educational programs.

General retirement planning Tax-loss harvesting Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Values-based investing
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