Top financial advisors in Tulsa, 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 Tulsa, OK, and face the unique risks of tornadoes or severe weather, you need an advisor who understands how to integrate weather-related insurance into your financial plan. Without this expertise, you might overlook critical coverage gaps that could jeopardize your assets during storms. The top matches here include advisors who recognize these local risks and factor them into your overall strategy.
- Weather risk integration. Confirm how they incorporate tornado and storm insurance into your financial planning, not just standard policies.
- Asset protection focus. Ask how they balance investment growth with safeguarding your property against regional hazards.
- Emergency fund planning. Ensure they help you build reserves that cover unexpected weather-related expenses.
- Local market knowledge. Look for advisors familiar with Tulsa's economic and insurance landscape to tailor your plan effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ashley C
CFP®, Series 66
Tulsa, OK
LPL Financial
Ashley Cutshall, based in Tulsa, OK, offers expertise in wealth management and retirement plans for business owners, supported by 11 years of experience and CFP® certification. Working with LPL Financial, a large firm known for diverse client services and in-house research, she provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and comprehensive support.
Experience: 11 years
Avg account: $399,489
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Ahmed F
Series 65
Tulsa, OK
Wingate Capital Advisors LLC
Ahmed Farhan in Tulsa, OK, offers expertise in annuities and operates independently, which may help integrate weather-related insurance into your financial plan. His firm, Wingate Capital Advisors LLC, manages $2.37 million across 34 individual accounts with a 1.75% AUM fee, focusing on portfolio management with semi-annual reviews and a range of investments including mutual funds, ETFs, and potential cryptocurrency exposure.
Experience: 9 years
Avg account: $68,607
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Michael P
Series 63, Series 65
Tulsa, OK
J.P. Morgan Securities
Michael Priest in Tulsa, OK, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With five years of experience and Series 63 and 65 licenses, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking a blend of institutional resources and personalized advisory.
Experience: 5 years
Avg account: $318,381
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Robert B
Series 66
Tulsa, OK
Robert Stephen Capital Management LLC
Robert Bandy in Tulsa, OK, brings 25 years of experience and a Series 66 designation, offering active portfolio management and options strategies that can address weather-related financial risks. His firm serves both individual and institutional clients with discretionary asset management and financial planning, charging 1.5% AUM fees and hourly rates for consulting, which may suit those seeking tailored risk and asset allocation solutions.
Experience: 25 years
Avg account: $1,136,273
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Melissa B
CFP®, Series 66
Tulsa, OK
Cetera
Melissa Bodenstab's experience at Cetera in Tulsa equips her to address local financial risks, including integrating weather-related insurance into comprehensive wealth management strategies. Her CFP® certification, flat-fee planning options, and focus on tax-loss harvesting and retirement plans for business owners distinguish her from other advisors by combining personalized service with expertise in managing complex financial needs for high earners approaching retirement.
Experience: 7 years
Avg account: $306,089
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