Top wealth management financial advisors in Lawton, OK

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history with MSC Industrial Supply Co and Super Supplements. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage model portfolios and third-party managers.

Kathleen Hayden is a financial advisor with Ameriprise in Lawton, OK, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Ameriprise since 2017 and prior experience with Waddell & Reed, Inc. from 2005 to 2017. Outside of finance, she has served as a guardian in fiduciary activities. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendation reports in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Caudill is a financial advisor with Primerica Advisors in Lawton, Oklahoma, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2016 and with Primerica Financial Services since 2015. His other business activities include selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies developed by unaffiliated asset managers.

Robert Morales is a financial advisor at Edward Jones in Lawton, Oklahoma, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed by Goodwill Industries of Southwest Oklahoma and North Texas from 2015 to 2018. Outside of his advisory role, Morales officiates high school varsity football games in Oklahoma alongside his father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Tisha Rother is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2018 and is currently with Morgan Stanley Private Bank, N.A. Prior to her financial services career, she spent eight years working with Lawton Public Schools. Rother serves as a successor trustee in a trust arrangement in Lawton, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.