A-Team Financial Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,922,129
Clients
422
Advisors
2
of 2 employees
About
A-Team Financial Investments serves individual investors (including high‑net‑worth and non‑HNW clients) as well as trusts, estates, pension and profit‑sharing plans, corporations and non‑profit entities. The firm provides fee‑based, discretionary portfolio management and investment advisory services and may implement Schwab model portfolios while custodial services are provided by third‑party custodians.
The advisor applies a mix of fundamental, technical and cyclical analysis and implements both long‑term and shorter‑term strategies across a wide range of instruments, including equities, fixed income, options, derivatives, REITs and alternative mutual funds. Retirement account advice is provided under a fiduciary standard and client accounts are reviewed semi‑annually or as market or client circumstances warrant.
A-Team is notable for an unusually high client load relative to its advisor headcount—roughly 422 clients served by two advisors—which may affect how services are delivered. The firm also publishes a free newsletter, offers no‑cost educational seminars and workshops, and discloses that the firm’s principal is a licensed insurance agent who can recommend and receive commissions for insurance and annuity products, a relationship identified as a potential conflict of interest.
Client services
Expertise
Fee options
1.00% to 1.50% annually (negotiable)
Main office
10307 Greenbriar Parkway
Oklahoma City OK 73159
Advisors at this office
2
Most active in
Oklahoma · Texas
Also doing business as
A Team Financial Investments · A Team Financial Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Angela O
Series 63, Series 65
Oklahoma City, OK
A-Team Financial Investments
Angela O'Keefe is a financial advisor with A-Team Financial Investments in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Estate Planning Designs, Info Access, Inc., Purshe Kaplan Sterling Investments, and Access Financial Group, Inc. Ms. O'Keefe is also a licensed insurance agent authorized to sell life, long-term care, health insurance, and fixed annuities. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profits, offering fee-based discretionary portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term strategies across various instruments, and it provides retirement account advice under a fiduciary standard.
Danita R
Series 65
Oklahoma City, OK
A-Team Financial Investments
Danita Rose is a financial advisor with A-Team Financial Investments in Oklahoma City, holding a Series 65 designation and three years of industry experience. Prior to joining A-Team Financial Investments, she worked at Oklahoma City Community College and Advantage Bank. She also teaches several online classes annually at Southern Nazarene University and is a member of DAR Consulting, LLC, both activities unrelated to investment advising. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profit entities, offering fee-based discretionary portfolio management and investment advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis across a broad range of investment instruments and serves a high client load relative to its advisor headcount.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")