Top financial advisors in Ada, OK
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Ada, OK, and face the financial uncertainties that come with severe weather risks like tornadoes, you need advisors who understand how to integrate weather-related insurance into your broader financial plan. Without this expertise, you might overlook critical coverage gaps that could jeopardize your assets during a disaster.
- Weather risk integration. Confirm how they factor tornado and storm risks into your insurance and investment strategies.
- Insurance coordination. Ask how they work with your insurance providers to ensure your coverage aligns with your financial goals.
- Disaster recovery planning. Look for advisors who help you prepare financially for potential weather-related losses, not just day-to-day budgeting.
- Local market knowledge. Advisors familiar with Ada's unique economic and environmental landscape can tailor advice to your specific needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Russell A
Series 63, Series 65
Ada, OK
Ameriprise
Russell Allen's 25 years of experience and focus on retirement income strategy make him well-equipped to address financial planning needs in Ada, OK, including integrating weather-related risks into retirement plans. His affiliation with Ameriprise, a large firm known for tax-efficient strategies and centralized consulting, distinguishes him by offering robust resources and a fee structure of 0.15% AUM, suitable for clients with significant investable assets.
Experience: 26 years
Avg account: $471,167
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Robin J
Series 65
Sulphur, OK
Jolly, Robin K
Robin Jolly brings 11 years of experience in retirement planning and cash flow management, with a strong background in accounting and tax services that can help integrate financial and insurance strategies for weather-related risks. Operating independently from Sulphur, OK, she serves individuals and high-net-worth clients, offering personalized consultations and collaborating with independent investment advisors, which may provide a tailored approach compared to larger firms in Ada.
Experience: 11 years
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Phillip H
ChFC®, Series 63, Series 65
Ada, OK
First Command Advisory Services
Phillip Hart's 42 years of experience and ChFC® designation equip him to address Ada's severe weather risks by integrating insurance and investment strategies through First Command's multi-service platform. His focus on mid-career professionals and a structured 12-month engagement with periodic meetings distinguishes him from others, alongside a 1.30% AUM fee and large-firm resources.
Experience: 43 years
Avg account: $214,697
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Jeffrey M
Series 66
Ada, OK
McCloud Advisory Services LLC
Jeffrey Mcloud in Ada, OK, integrates his 15 years of experience and Series 66 designation with his dual role as an insurance agent to address weather-related financial risks like tornadoes. Unlike advisors who directly manage portfolios, he focuses on client education through newsletters and workshops, referring clients to third-party managers, which may appeal to those seeking independent guidance combined with insurance expertise.
Experience: 16 years
Avg account: $0
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Trent T
Series 66
Ada, OK
Edward Jones
Trent Tidwell in Ada, OK, offers expertise in retirement income strategy and wealth management, which can help integrate weather-related insurance into your financial plan. Working with Edward Jones, a large firm serving over four million clients, he provides a range of advisory programs and has a decade of experience, distinguishing him from advisors at smaller firms.
Experience: 10 years
Avg account: $246,728
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