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20 advisors near 74401
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John J
Series 63, Series 66
Muskogee, OK
OSAIC Institutions, INC.
John Johnson is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Infinex Investments, Inc. since 2020 and previously at LPL Financial and Armstrong Bank from 2009 to 2020. Johnson serves as secretary on the board of Gospel Rescue Mission, a Christian shelter assisting the homeless. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and a broad range of financial solutions. The firm’s approach combines fundamental and technical analysis, third-party due diligence, and a notable emphasis on non-discretionary asset management.
Ronaldo S
Series 63, Series 65
Ft Gibson, OK
Eagle Strategies (NY Life)
Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 12 years of industry experience and has been associated with New York Life Insurance Company and its affiliated entities since 2012. Outside of his advisory role, he is the owner of Shirey Financial Group, a financial services business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios.
Christine A
Series 63, Series 65
Muskogee, OK
LPL Financial
Christine Archer is a financial advisor with LPL Financial in Muskogee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at LPL Financial since 2010 and concurrently at First National Bank of Muskogee since 2004. Outside of her advisory role, she is also a licensed real estate sales associate with the GRI designation. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.
Timothy C
CFP®, Series 63
Muskogee, OK
Cetera
Timothy Cramer is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. His career includes roles at multiple Cetera entities and tax and accounting services through Cross Timbers CPAs PLLC. Outside of financial advising, he is involved in property management and tax services through his ownership of CT Property Connections LLC and Remarc Realty LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with various investment program options.
Kelcie E
Series 66
Muskogee, OK
Edward Jones
Kelcie Eaton is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Bank of Eufaula for eight years and ONEOK Inc. for six years. Outside of her advisory role, she owns a residential rental property in Muskogee, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm is noted for its extensive nationwide network of advisors and branches, as well as its integrated services including tax-efficient strategies and trust capabilities.
Jeffrey W
Series 66
Fort Gibson, OK
Edward Jones
Jeffrey Walker is a financial advisor with Edward Jones in Fort Gibson, OK. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked in education at several public schools, including Cherokee Nation/Sequoyah High School and Porter Consolidated Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joshua C
Series 66
Muskogee, OK
Raymond James Financial
Joshua Cotten is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James, he worked at Edward Jones and LPL Financial. Outside of his advisory role, Cotten owns and manages a cattle ranch in Oklahoma. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.
Kirk D
Series 63, Series 66
Muskogee, OK
LPL Financial
Kirk Darnell is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Edward Jones, and Allstate Financial Advisors. His career also includes roles at CUNA Mutual Group and Liberty Mutual. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.
Sheri B
Series 63, Series 66
Muskogee, OK
Edward Jones
Sheri Barton is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she briefly participated as an independent distributor for a wellness product to access discounted pricing for personal use. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers advisory programs with various managed strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.
Steven W
CFP®, Series 63, Series 65
Muskogee, OK
Cetera
Steven Wilson is a CFP® professional with over 31 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Highpoint Financial Group, which he manages, and has experience as an adjunct professor at Oklahoma State University. Wilson also serves as treasurer for the Maple Ridge Village Homeowners Association and operates an accounting and tax preparation practice through Steven L. Wilson & Associates, PC. Cetera Investment Advisers serves a diverse client base ranging from individual investors to institutional and retirement-plan clients. The firm offers a comprehensive suite of services including discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a broad network of independent advisors and a variety of investment program options.
Rebecca T
Series 63, Series 65
Muskogee, OK
Cetera
Rebecca Tidmore Crow is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked with several related firms including First Allied Advisory Services and Financial Planning Associates, where she is an owner and financial professional. In addition to her advisory role, she is an insurance agent and a commissioned notary in Oklahoma. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management, financial planning, and fiduciary services through a network of independent advisors and employs a combination of advisor-managed accounts, model portfolios, and third-party solutions.
Joseph F
Series 66
Fort Gibson, OK
Edward Jones
Joseph Fulton is a financial advisor at Edward Jones in Fort Gibson, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including at DNA Security and Tulsa Public Schools. Fulton is also involved as a security team member at Bethany Church of Broken Arrow and contributes as a copy editor for a hunting magazine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael C
Series 66
Muskogee, OK
Edward Jones
Michael Carman is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for 18 years at Green Country Technology Center. Outside of financial services, he is a co-owner of a local retail sweet shop called Sugar Llama Donut Shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Bryon B
Series 63, Series 66
Muskogee, OK
LPL Financial
Bryon Brust is a financial advisor with LPL Financial in Muskogee, Oklahoma, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2010 and at First National Bank of Muskogee since 2007. Outside of his advisory role, Brust serves as an assistant coach in public education. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.
Clay P
Series 66
Muskogee, OK
Cetera
Clay Peevyhouse is a financial advisor with Cetera, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones for five years and is a partner/owner of Peevyhouse Companies LLC, a photography services business. Peevyhouse also serves as a financial professional at Highpoint Financial Group LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed strategies.
Melissa G
ChFC®, Series 66
Muskogee, OK
Edward Jones
Melissa Goodman Nissley is a financial advisor at Edward Jones with the ChFC® and Series 66 designations and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent eleven years at Abrasive Specialty, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Terry E
CFP®, ChFC®, Series 63, Series 66
Muskogee, OK
Edward Jones
Terry Ellis Jr. is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2004, totaling 22 years of industry experience. He serves clients from Muskogee, OK. Outside of advising, he is a trustee for the Town of Fort Gibson and a partner in a property management business focusing on commercial real estate. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kimberly W
Series 63, Series 66
Muskogee, OK
Edward Jones
Kimberly White is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Allstate Insurance and in her own agencies. Outside of financial advising, she is involved in managing KW Premier Properties, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management. The firm is notable for its extensive advisor network and affiliated capabilities beyond advisory services.
Daniel M
CFP®, Series 63, Series 66
Muskogee, OK
Edward Jones
Daniel Miller is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of DTM LLC, an LLC that owns a building in Muskogee, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.
Kevin W
Series 66
Muskogee, OK
Edward Jones
Kevin White is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Walgreens from 2002 to 2018. He holds the Series 66 designation and is based in Muskogee, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
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Finding advisors...
20 advisors near 74401
Out of 400,000+ nationwide