Steven Tamplen

Advisor at Edward Jones — Vinita, OK

Updated today

Credentials

Series 66

Experience

9 years

Location

Vinita, OK 74301

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Vinita, OK

467 S Wilson St

Vinita OK 74301

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Great Plains Coca Cola

2013 - 2017 • 4 years

Okmulgee, OK

Disclosures

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

Business activities & affiliations

user avatar

Jason B

Series 63, Series 65

Vinita, OK

Cornerstone Wealth Management, LLC

Jason Benson is a financial advisor at Cornerstone Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Investment Centers Of America, Inc., and Oklahoma State Bank. Outside of his advisory role, he is a volunteer firefighter serving as a captain for the Monkey Island Fire Protection District and is a farm owner involved in hay selling. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets for over 12,000 clients. The firm employs a combination of fundamental, quantitative, and qualitative analyses across a range of investment products, providing tailored account supervision and retirement consulting through multiple advisory programs and platforms.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

David W

Series 63, Series 65, Series 66

Big Cabin, OK

Raymond James Financial

David Wood is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63, Series 65, and Series 66 credentials and bringing 35 years of industry experience. He has been associated with Raymond James and Addison Avenue Investment Services since 2012 and also has experience with First Tech Federal Credit Union. Outside of his advisory work, Wood owns an agricultural business and manages a rental real estate property in Big Cabin, Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Mike V

Series 66

Langley, OK

Edward Jones

Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business succession planning Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner Engineering Professional
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