Best Financial Advisors in Tulsa, OK

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List of Firms

Tulsa, OK Fiduciary Financial Advisors

Northwestern Mutual

5 out of 5

Location 201 S Denver Ave. #500, Tulsa, OK 74103, USA
Phone (918) 496-8721
Morgan Stanley Financial Advisors
Location 2200 S Utica Pl Suite 300, Tulsa, OK 74114, USA
Phone (918) 744-4600
Wealth Advisors LLC
SEC File# 801-113020
CRD# 130478
Location 5407 S Lewis Ave, Tulsa, OK 74105, USA
Phone (918) 745-1200
Integrity Financial Services, LLC.

3 out of 5

Location 2162 E 61st St, Tulsa, OK 74136, USA
Phone (918) 949-3535
Northstar Wealth Management LLC

5 out of 5

Location 6660 S Sheridan Rd #205, Tulsa, OK 74133, USA
Phone (918) 508-2834
Future U Financial Inc.

5 out of 5

Location 410 N Main St f, Tulsa, OK 74103, USA
Phone (918) 805-1979
J M Brown Financial Partners

5 out of 5

Location 7060 S Yale Ave UNIT 701, Tulsa, OK 74136, USA
Phone (918) 496-5460
Warburton Capital Management
SEC File# 801-78149
CRD# 141969

5 out of 5

Location 15 E 5th St # 3675, Tulsa, OK 74103, USA
Phone (918) 794-3000
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Steve L Udrisky
Location 6100 S Yale Ave, One Warren Place Suite 1500, Tulsa, OK 74136, USA
Phone (918) 586-8059
Thomas A Hunt - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5018 E 68th St Fl 1 Ste B, Tulsa, OK 74136, USA
Phone (918) 921-4800
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Michael Stroud - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2506 E 21st St Ste A, Tulsa, OK 74114, USA
Phone (918) 388-2005
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Sylvia Karimian - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 2431 E 61st St Ste 400, Tulsa, OK 74136, USA
Phone (918) 388-2003
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
David Provenzano - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 7712 S Yale Ave Ste 250, Tulsa, OK 74136, USA
Phone (918) 388-2004
Time Monday: 9:30 AM – 4:00 PM Tuesday: 9:30 AM – 4:00 PM Wednesday: 9:30 AM – 4:00 PM Thursday: 9:30 AM – 4:00 PM Friday: 9:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Prime Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2431 E 61st St Ste 400, Tulsa, OK 74136, USA
Phone (918) 388-2009
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Stephen D O'Sullivan
Location 6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, USA
Phone (918) 586-8020
First Mate Financial Advisors, LLC

5 out of 5

Location 1516 S Boston Ave #100, Tulsa, OK 74119, USA
Phone (918) 794-5544
Compass Pointe Financial, LLC
SEC File# 801-111999
CRD# 290110
Location 4625 E 91st St, Tulsa, OK 74137, USA
Phone (918) 481-1934
Gibraltar Capital Management Inc
SEC File# 801-66289
CRD# 122328

5 out of 5

Location 7304 S Yale Ave, Tulsa, OK 74136, USA
Phone (918) 492-4209
Burkholder Wealth Management

5 out of 5

Location 5014 E 101st St #100, Tulsa, OK 74137, USA
Phone (918) 727-7100
Financial Advisor Network, LLC
SEC File# 801-79944
CRD# 125537
Location 4755 E 91st St, Tulsa, OK 74137, USA
Phone (918) 392-3303
Edward Jones - Financial Advisor: Dewayne Willis, CFP®
SEC File# 801-3297
CRD# 250
Location 2123 S Atlanta Pl Suite 201, Tulsa, OK 74114, USA
Phone (918) 745-0260
SageOak Financial, LLC
SEC File# 801-122855
CRD# 166927
Location 6964 S 69th E Ave, Tulsa, OK 74133, USA
Phone (918) 627-3700
Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5224 E 69th Pl, Tulsa, OK 74136, USA
Phone (918) 949-4243
ACT Financial Services, Inc.
Location 4111 S Darlington Ave # 800, Tulsa, OK 74135, USA
Phone (918) 664-0081
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 2123 S Atlanta Pl #201, Tulsa, OK 74114, USA
The Legacy Financial Group, Inc.
SEC File# 801-64293
CRD# 135059

5 out of 5

Location 2508 E 21st St, Tulsa, OK 74114, USA
Phone (918) 665-0826
Robert Linn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4765 E 91st St Ste 150, Tulsa, OK 74137, USA
Phone (918) 794-4203
Gordon T Robinson & Co
Location 3314 E 51st St S, Tulsa, OK 74135, USA
Phone (918) 747-6446
Tulsa Wealth Advisors – Raymond James
Location 1375 E 71st St, Tulsa, OK 74136, USA
Phone (918) 492-2150
Melia Advisory Group
SEC File# 801-110485
CRD# 145402

5 out of 5

Location 5424 S Memorial Dr Building E, Tulsa, OK 74145, USA
Phone (918) 794-9290
Edward Jones - Financial Advisor: Tammy K Moore, AAMS™
SEC File# 801-3297
CRD# 250
Location 7147 S Yale Ave, Tulsa, OK 74136, USA
Phone (918) 488-8999
Union Financial Advisors Inc
SEC File# 801-67462
CRD# 142457

5 out of 5

Location 6140 S 104th E Ave #100, Tulsa, OK 74133, USA
Phone (918) 627-2500
Edward Jones - Financial Advisor: Ryan L Mason
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4142 S Harvard Ave Suite D2, Tulsa, OK 74135, USA
Phone (918) 743-8098
Financial Builders, LLC
Location 4775 E 91st St Suite 200, Tulsa, OK 74137, USA
Phone (918) 392-7879
Disciplined Investments
SEC File# 801-71011
CRD# 129696
Location 2222 S Utica Pl #200, Tulsa, OK 74114, USA
Phone (918) 388-2690
Pinnacle Investment Advisors
SEC File# 801-57298
CRD# 108086

4 out of 5

Location 233 S Detroit Ave # 100, Tulsa, OK 74120, USA
Phone (918) 582-6864
Capital Advisors, Inc.
SEC File# 801-14050
CRD# 104643

4 out of 5

Location 2222 S Utica Pl #300, Tulsa, OK 74114, USA
Phone (866) 230-5879
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 4200 E Skelly Dr Suite 950, Tulsa, OK 74135, USA
Phone (918) 991-6900
Financial Planning Resources
Location 2250 E 73rd St Suite 650, Tulsa, OK 74136, USA
Phone (918) 494-2929
Image of Tulsa, OK
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About Tulsa, OK

Tulsa is a city in Oklahoma that is home to over 400,000 people. The city is known for its art deco architecture and as the birthplace of American jazz. Some of the city's landmarks include the Philbrook Museum of Art, Oral Roberts University, and Tulsa Renaissance Fair. The largest employers in Tulsa are Oral Roberts University, Saint Francis Hospital, and the City of Tulsa. Major highways and streets in Tulsa include Interstate 44, U.S. Highway 169, and State Highway 51. The most popular neighborhoods in Tulsa are Midtown, Cherry Street, and Brookside.

Where Certified Financial Advisors in Tulsa, OK Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide a safe place for people to store their money and access loans when they need them. In addition, banks can offer other services to help residents of Tulsa, OK get the most out of their community.Some banks offer classes on personal finance so that people can learn how to save and invest their money wisely. Others offer free tax preparation services in the early months of the year. This is a great benefit for people who have a lot of paperwork to deal with during tax season. Banks can also partner with local businesses to promote economic development in the city.

Insurance Broker

Residents of Tulsa, OK can benefit from the services of insurance brokers. These professionals can help residents find the best rates and coverage for their needs. In addition, insurance brokers can assist residents in filing claims and understanding their policies.

Retirement Planning

Most people in Tulsa, OK don't have a financial advisor to help them plan for their retirement. This could be due to a few reasons: they may not know who to go to, they may feel like they can do it on their own, or they may think that planning for retirement is too difficult. However, financial advisors can be a huge help when it comes to retirement planning. They can provide advice on how much money you need to save and what investments will give you the best return. They can also help you stay on track with your savings goals and make sure that you don't outlive your money in retirement. If you're looking for ways to improve your retirement planning, consider talking to a financial advisor.

Wealth Management

Tulsa, OK is a great place to live, but it can be even better with the help of wealth management. Wealth management can help Tulsa residents make the most of their money by providing sound financial advice and investment options. With the help of a wealth manager, Tulsa residents can reach their financial goals and enjoy a more comfortable lifestyle.

Estate Planning Lawyer

Estate planning lawyers can help Tulsa, OK residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up a power of attorney or health care proxy, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Tulsa, OK can help residents by providing information on home mortgages and other types of loans. They can also provide advice on what type of mortgage is best for a particular individual, and they can assist with the application process. In addition, mortgage loan officers can help residents understand the terms of their mortgages, as well as the consequences of not making payments. Finally, these professionals can work with homeowners who are having difficulty making their monthly payments to find solutions that will avoid foreclosure.

Tax Services

Residents of Tulsa, OK can take advantage of the many services offered by tax accountants. Tax accountants can help residents with a variety of tasks, including preparing and filing taxes, helping to maximize tax deductions, and representing taxpayers during audits. In addition, tax accountants can provide valuable advice on how to manage one's finances and save money on taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Tulsa, OK