Oklahoma City, OK Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

6301 Waterford Boulevard

Oklahoma City OK 73118

Advisors at this office

7

Advisors at this office

user avatar

Thomas C

Series 63, Series 65

Oklahoma City, OK

STIFEL

Thomas Cotrone is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes positions at Stifel Nicolaus & Co., Wells Fargo Clearing, A. G. Edwards & Sons, UBS Financial Services, and Prudential Equity Group. He also serves as a FINRA arbitrator. Stifel serves a diverse client base ranging from individuals to institutional investors, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Jack R

Series 63, Series 65

Oklahoma City, OK

STIFEL

Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves as a basketball referee for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit organization focused on education and entertainment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis intended to inform client decisions.

General retirement planning Income planning
user avatar

Johnson N

Series 63, Series 65

Oklahoma City, OK

STIFEL

Johnson Noerdlinger is a financial advisor at Stifel with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

Melissa H

Series 63

Oklahoma City, OK

STIFEL

Melissa Hines is a financial advisor with Stifel in Oklahoma City, holding a Series 63 designation and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2018 and previously spent six years at Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services with a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Joshua W

Series 66

Oklahoma City, OK

STIFEL

Joshua Wolverton is a financial advisor with Stifel in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years at Wells Fargo Clearing. Outside of his advisory role, he is a member of a family LLC that manages accounts in the absence of his father. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Mark P

Series 63, Series 65

Oklahoma City, OK

STIFEL

Mark Province is a financial advisor with Stifel in Oklahoma City, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior firms include Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
user avatar

James L

Series 66

Oklahoma City, OK

STIFEL

James Lathrop is a financial advisor at Stifel in Oklahoma City, holding a Series 66 designation with 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he spent a combined 14 years. Outside of his advisory work, he owns a ranch in Oklahoma that he leases for cattle management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for financial planning.

General retirement planning Income planning
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