Oklahoma City, OK Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

7

Of 3,340 advisors across 469 offices

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 at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Additionally, he serves as a FINRA arbitrator. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

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 licenses and bringing 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent a combined 11 years at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball official for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit speaker bureau focused on education and entertainment. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology from its Investment Strategy Group. The firm’s approach includes episodic, fee-based planning typically delivered without automatic implementation unless engaged by the client.

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 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Melissa H

Series 63

Oklahoma City, OK

STIFEL

Melissa Hines is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology 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 at Stifel with 13 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he is a member of BKM, LLC, a family LLC managing accounts in the absence of his father. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

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 licenses and bringing 41 years of industry experience. His prior firms include Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering both 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 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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