Top financial advisors in Bartlesville, 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 Bartlesville, OK, and face the financial uncertainty that comes with tornado season, you might need an advisor who understands how weather-related risks affect your insurance and overall financial plan. Without this expertise, you could overlook critical coverage gaps or misjudge the financial impact of storm damage.
- Weather risk integration. Confirm how the advisor incorporates tornado and severe weather risks into your insurance and emergency fund planning.
- Insurance coordination. Ask if they review your policies to identify potential gaps or overlaps related to storm damage coverage.
- Local market knowledge. Ensure they understand Bartlesville's specific economic and insurance environment, which can affect recovery options.
- Long-term resilience planning. Check if they help you build a financial plan that anticipates and mitigates weather-related disruptions over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Garret P
Series 66
Bartlesville, OK
Edward Jones
Garret Parr in Bartlesville, OK, brings a decade of experience and a Series 66 designation, working with Edward Jones, a large firm managing over $1 trillion in assets. His expertise in retirement income strategy and business ownership considerations, combined with his personal experience as a founder and commercial property owner, offers a practical perspective on integrating local weather risks into financial and insurance planning.
Experience: 10 years
Avg account: $246,728
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Caleb H
Series 63, Series 65
Bartlesville, OK
LPL Financial
Caleb Hood in Bartlesville, OK, offers expertise in wealth management and retirement plans for business owners, supported by his background as a founder and CPA. His flat-fee structure and affiliation with LPL Financial, a large firm with extensive resources, distinguish him from others by providing access to diverse investment solutions and in-house research support.
Experience: 5 years
Avg account: $399,489
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Paul G
Series 63, Series 65
Bartlesville, OK
Advisory Services Network
Paul Gustafson brings 33 years of experience in wealth management and business succession planning, making him well-equipped to address financial challenges in Bartlesville, including those related to severe weather risks. His firm, Advisory Services Network, offers flexible fee structures such as flat fees and monthly subscriptions, and serves a diverse client base with tailored portfolio management and financial planning services.
Experience: 33 years
Avg account: $826,033
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William W
Series 66
Bartlesville, OK
Cetera
William Wilson in Bartlesville, OK, brings 16 years of experience and a Series 66 designation, offering expertise in wealth management and retirement plans for business owners. Affiliated with Cetera, a large firm providing both discretionary and non-discretionary portfolio management, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent fee structures and comprehensive services.
Experience: 16 years
Avg account: $306,089
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Nathan B
Series 63, Series 65
Bartlesville, OK
Perspective Advisors, LLC
Nathan Barham in Bartlesville, OK, offers 22 years of experience and specializes in active portfolio management and options strategies, which can help address financial risks from severe weather events. His firm, Perspective Advisors, LLC, serves both individual and corporate clients with discretionary portfolio management and integrates fundamental, quantitative, and technical analysis, differentiating him through a comprehensive investment approach and local community involvement.
Experience: 22 years
Avg account: $187,973
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