Wealth Management Firms Owasso OK

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Owasso, OK. We have compiled a list of businesses and services around Owasso, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Adam Leavitt
Disciplined Investments, LLC
(918) 388-2690
2200 South Utica Place, Suite 400
Tulsa, OK
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Trey Cooper
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Kevin Jacobs
Step By Step Tax and Financial Planning, LLC
(918) 806-6596
2031 West Houston Street
Broken Arrow, OK
Expertises
Ongoing Investment Management, Middle Income Client Needs, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. David St. John, CFP®
(918) 272-7200
9500 N. 129th E. Ave
Owasso, OK
Firm
St. John Financial Group, Inc.
Areas of Specialization
Retirement Planning

Data Provided By:
Cory Sean Craddock, CFP®
(918) 369-1997
7711 E Skelly Dr Ste 123
Tulsa, OK
Firm
Craddock Financial Management, PLLC
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Self-Employed Business Owners

Data Provided By:
J. Harvie Roe
AmeriTrust Investment Advisors, Inc.
(918) 610-8080
4111 South Darlington, Suite 450
Tulsa, OK
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Jana Shoulders
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
High Net Worth Client Needs, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AEP, AIF, CPA

Mr. Brent Keith, CFP®
(918) 272-8927
8601 N Garnett Rd
Owasso, OK
Firm
First Bank of Owasso, DBA First Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. David H. Fleske, CFP®
(918) 272-7301
12338 E 86th St N
Owasso, OK
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Michael N. Sokol, CFP®
(918) 586-5769
321 S Boston Ave
Tulsa, OK
Firm
JP Morgan Chase

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874