Top financial advisors in Oklahoma City, 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.
You might seek a financial advisor in Oklahoma City if you're navigating complex insurance needs due to tornado risks or managing investments with local economic factors in mind. A common mistake is overlooking how weather-related risks can impact your overall financial plan.
- Weather risk integration. Confirm how the advisor incorporates tornado and severe weather insurance into your broader financial strategy.
- Local market knowledge. Ask how they tailor investment choices to Oklahoma City's economic landscape and industries.
- Insurance coordination. Ensure they review your coverage regularly to adapt to changing weather patterns and potential claims.
- Experience with regional clients. Look for advisors familiar with the unique financial challenges faced by residents in this area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Charles B
Series 66
Oklahoma City, OK
DBM Advisors, LLC
Charles Burkes brings 17 years of experience and a Series 66 designation to clients in Oklahoma City, specializing in annuities and serving executives, founders, and retirees. Affiliated with Osaic Wealth, a large firm offering flat-fee structures and comprehensive investment tools, he provides both discretionary and non-discretionary management, distinguishing him from advisors with smaller practices or different fee models.
Experience: 17 years
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Richard P
CFA®, Series 63, Series 65
Oklahoma City, OK
Tom Johnson Investment Management, LLC
Richard Parry's 33 years of experience and CFA® designation equip him to address Oklahoma City's unique financial challenges, including integrating weather risk into retirement and income planning. His firm employs a conservative, team-based investment approach with a focus on diversification and valuation discipline, offering flat-fee options and serving both individual and institutional clients, which may suit those seeking tailored, disciplined management.
Experience: 33 years
Avg account: $269,403
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Sebastian O
CFP®, Series 63
Oklahoma, OK
LPL Financial
Sebastian Oukassou's 18 years of experience and CFP® certification equip him to address Oklahoma City's unique financial challenges, including integrating insurance considerations into wealth management. Affiliated with LPL Financial, a large firm offering diverse investment solutions and insurance products, he provides flat-fee financial planning, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 19 years
Avg account: $399,489
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Kirk L
Series 66
Oklahoma City, OK
LaSalle St. Investment Advisors, L.L.C.
Kirk Loomis brings 27 years of experience in Oklahoma City, offering active portfolio management and options strategies that can address local economic factors and weather-related risks. His firm provides flat-fee financial planning ranging from $1,000 to $7,500 and emphasizes collaborative, non-discretionary management, distinguishing him from advisors who may rely solely on discretionary approaches or different fee structures.
Experience: 27 years
Avg account: $378,978
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Derek D
Series 66, Series 65, Series 63
Oklahoma City, OK
Cetera
Derek Dorris in Oklahoma City offers expertise in wealth management and retirement plans for business owners, supported by nine years of industry experience and Series 63, 65, and 66 licenses. His affiliation with Cetera, a large firm providing both discretionary portfolio management and flat-fee financial planning, distinguishes him by combining personalized service with institutional resources.
Experience: 10 years
Avg account: $306,089
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