Wealth Management in Kingfisher County, OK

We did the hard work of finding trustworthy partners in Kingfisher County, OK. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Kingfisher County, OK Wealth Management Firms

Tyler Finch - Private Client Advisor
Location 3600 NW 138th St Suite 101, Oklahoma City, OK 73134, USA
Phone (405) 936-3839
Directions
SEC File# 801-51066
CRD# 106950
5 out of 5
Location 869 E 33rd St, Edmond, OK 73013, USA
Phone (405) 768-1201
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
5 out of 5
Location 1601 Northwest Expy #1850, Oklahoma City, OK 73118, USA
Phone (405) 353-1540
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management Advisor Linda Kissler
Location 211 N Robinson Ave Suite 1800, Oklahoma City, OK 73102, USA
Phone (405) 270-1859
Directions
KDM Wealth Management Llc
Location 30 E Campbell St # 220, Edmond, OK 73034, USA
Phone (405) 285-6190
Directions
Merrill Lynch Wealth Management Advisor James S Wood
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5312
Directions
Rick Marshall Wealth Management Group LLC
Location 15310 N May Ave, Edmond, OK 73013, USA
Phone (405) 341-9700
Directions
Soard Financial Management, LLC
5 out of 5
Location 1967 W 33rd St #110, Edmond, OK 73013, USA
Phone (405) 509-6068
Directions
SEC File# 801-123385
CRD# 285653
5 out of 5
Location 5740 NW 132nd St, Oklahoma City, OK 73142, USA
Phone (405) 261-5202
Directions
Cameron R. Branum, Financial Advisor - T.S. Phillips Investments, Inc.
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 3401 NW 63rd St Suite 500, Oklahoma City, OK 73116, USA
Directions
SEC File# 801-96254
CRD# 205512
5 out of 5
Location 9112 N Kelley Ave Ste. B-2, Oklahoma City, OK 73131, USA
Phone (405) 705-2906
Directions
Merrill Lynch Wealth Management Advisor Nikole R Lingelbach
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5345
Directions
Edward Jones - Financial Advisor: Chad Burnham
SEC File# 801-3297
CRD# 250
Location 205 W Will Rogers Dr, Kingfisher, OK 73750, USA
Phone (405) 375-6360
Directions
Arvest Asset Management
SEC File# 801-111055
CRD# 158043
Location 1051 Cornwell Dr, Yukon, OK 73099, USA
Directions
Wymer Brownlee Wealth Strategies
4 out of 5
Location 13900 Portland Ave Ste 210, Oklahoma City, OK 73134, USA
Phone (405) 748-4000
Directions
Merrill Lynch Wealth Management Advisor John A Frost
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5375
Directions
RBC Wealth Management Branch - Oklahoma City
Location 6301 Waterford Blvd Suite 401, Oklahoma City, OK 73118, USA
Phone (405) 848-0505
Directions
Redrock Wealth Advisors
Location 3424 NW 178th St, Edmond, OK 73012, USA
Phone (405) 920-6773
Directions
Merrill Lynch Wealth Management Advisor Dawn M Maslar
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5307
Directions
Diversified Wealth Management
SEC File# 801-72270
CRD# 123913
Location 2720 Washington Dr, Norman, OK 73069, USA
Phone (405) 329-0030
Directions
TCK Wealth Management
Location 205 W Maple Ave Ste. 105, Enid, OK 73701, USA
Phone (580) 599-5500
Directions
Doug Brown - Raymond James
5 out of 5
Location 13158 N MacArthur Blvd, Oklahoma City, OK 73142, USA
Phone (405) 721-7210
Directions
RJ Paquet - RBC Wealth Management Financial Advisor
Location 6301 Waterford Blvd Suite 401, Oklahoma City, OK 73118, USA
Phone (405) 841-9458
Directions
Key Wealth Consulting Group - UBS Financial Services Inc.
Location 4801 Gaillardia Pkwy Building C, Suite 100, Oklahoma City, OK 73142, USA
Phone (405) 302-1921
Directions
SEC File# 801-120960
CRD# 313573
Location 5025 Gaillardia Corporate Pl Ste C2, Oklahoma City, OK 73142, USA
Phone (405) 253-6080
Directions
Security Finance
3 out of 5
Location 204 N Main St, Kingfisher, OK 73750, USA
Phone (405) 389-7258
Directions
Redstone Wealth Management
5 out of 5
Location 3404 NW 135th St, Oklahoma City, OK 73120, USA
Phone (405) 844-9933
Directions
Mecklenburg Capital Management
Location 202 N 6th St #4, Kingfisher, OK 73750, USA
Phone (405) 375-3592
Directions
Merrill Lynch Wealth Management Advisor Michael L Stewart
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5314
Directions
Merrill Lynch Wealth Management Advisor Stephen Grimes
Location 211 N Robinson Ave Suite 1800, Oklahoma City, OK 73102, USA
Phone (405) 270-1862
Directions
Excelsior Wealth Management of Raymond James
Location 1101 N Broadway Ave Ste 200, Oklahoma City, OK 73103, USA
Phone (405) 546-4000
Directions
SEC File# 801-113240
CRD# 145570
5 out of 5
Location 16350 Muirfield Pl, Edmond, OK 73013, USA
Phone (405) 418-4080
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Triton Wealth Advisors, LLC
Location 14614 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone (405) 696-7140
Directions
Servo Wealth Management
Location 1000 W Wilshire Blvd Ste 315, Oklahoma City, OK 73116, USA
Phone (405) 384-5132
Directions
Merrill Lynch Wealth Management Advisor FRANCOIS-XAVIER CHENHALLS-WALKER
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5393
Directions
Penney Wise Wealth Advisors, Inc
Location 10900 Hefner Pointe Dr #302, Oklahoma City, OK 73120, USA
Phone (405) 418-7629
Directions
SEC File# 801-119550
CRD# 105506
5 out of 5
Location 14642 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone (405) 844-9826
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Commonwealth Capital Management LLC
Location 4700 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 418-4554
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5390
Directions
Kurt Elliott - UBS Financial Services Inc.
Location 4801 Gaillardia Pkwy Building C, Suite 100, Oklahoma City, OK 73142, USA
Phone (405) 302-1923
Directions
Merrill Lynch Wealth Management Advisor Robert C Ryland
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5376
Directions
Tungsten Wealth Management
Location 15816 N Pennsylvania Ave Suite #1, Edmond, OK 73013, USA
Phone (405) 906-2668
Directions
Edward Jones - Financial Advisor: Derek W Daugherty, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 205 W Will Rogers Dr, Kingfisher, OK 73750, USA
Phone (405) 375-6360
Directions
Merrill Lynch Wealth Management Advisor Kyle Sanders
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5384
Directions
Holland Newby Group - UBS Financial Services Inc.
Location 4801 Gaillardia Pkwy Building C, Suite 100, Oklahoma City, OK 73142, USA
Phone (405) 302-1951
Directions
Arrow Investment Management LLC
5 out of 5
Location 3030 Northwest Expy Suite 200, #421, Oklahoma City, OK 73112, USA
Phone (405) 509-8198
Directions
Merrill Lynch Wealth Management Advisor Justin Covey
Location 211 N Robinson Ave Suite 1800, Oklahoma City, OK 73102, USA
Phone (405) 270-1841
Directions
Auric Road Wealth Management
5 out of 5
Location 9150 N May Ave, Oklahoma City, OK 73120, USA
Phone (405) 254-0033
Directions
SEC File# 801-63165
CRD# 131482
4 out of 5
Location 13921 Quail Pointe Dr, Oklahoma City, OK 73134, USA
Phone (405) 607-4820
Directions
Oklahoma City, OK Private Wealth Management - UBS Financial Services Inc.
Location 4801 Gaillardia Pkwy Building C, Suite 100, Oklahoma City, OK 73142, USA
Phone (800) 859-7596
Directions
Coughlan & Coughlan Financial Solutions
Location 215 N Main St, Kingfisher, OK 73750, USA
Phone (405) 375-6761
Directions
SEC File# 801-124810
CRD# 292351
5 out of 5
Location 16340 Muirfield Pl, Edmond, OK 73013, USA
Phone (405) 285-2878
Directions
Ferrell Wealth Management, Inc.
SEC File# 801-122512
CRD# 316872
Location 1008 S Bryant Ave Suite 250, Edmond, OK 73034, USA
Phone (405) 341-9942
Directions
Mc Neil Wealth Management
Location 941 NW 164th St, Edmond, OK 73013, USA
Phone (405) 509-2383
Directions
L & M Wealth Management
Location 2601 Northwest Expy, Oklahoma City, OK 73112, USA
Phone (405) 286-2654
Directions
SEC File# 801-113589
CRD# 297643
5 out of 5
Location 6301 Waterford Blvd STE 102A, Oklahoma City, OK 73118, USA
Phone (405) 257-0301
Directions
Chisholm Trail Wealth Planning
Location 16364 Muirfield Pl Suite 150, Edmond, OK 73013, USA
Phone (405) 340-0852
Directions
Wealth Management in Kingfisher County, OK

Where Wealth Management Advisors in Kingfisher County, OK Serve

Kingfisher County, OK is a vibrant and diverse community filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Kingfisher County Courthouse to the stunning Chisholm Trail Museum, this county is steeped in history and culture. The top employers in Kingfisher County include the thriving oil and gas industry, as well as the healthcare and education sectors. Major highways such as US-81 and State Highway 33 run through the county, providing easy access to neighboring cities and states. Neighborhoods in Kingfisher County range from charming and quaint to modern and bustling. The downtown area boasts a variety of shops, restaurants, and entertainment options, while the outskirts offer peaceful rural living. With so much to see and do, Kingfisher County is a must-visit destination for anyone looking to experience the heart and soul of Oklahoma.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kingfisher County, OK can benefit from a bank in several ways. Firstly, a bank can provide loans for various purposes such as buying a home, starting a business, or paying for education. This is especially important in Kingfisher County, which is known for its agricultural industry and small businesses. Secondly, banks offer savings and investment accounts that can help residents grow their wealth over time. This is crucial in a county where the median household income is below the national average. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money. This is crucial in a county where nearly 20% of the population lives below the poverty line. Overall, a bank can play a vital role in improving the financial well-being of residents in Kingfisher County, OK.

Insurance Broker

Residents of Kingfisher County, OK can benefit greatly from the services of an insurance broker. With the county's economy heavily reliant on agriculture, farmers and ranchers could be helped by brokers who specialize in crop and livestock insurance. Additionally, with Kingfisher County being located in Tornado Alley, homeowners and business owners could benefit from brokers who can provide comprehensive coverage for tornado damage. Furthermore, an insurance broker can help residents navigate the complexities of healthcare insurance, which can be especially important for those living in rural areas where access to medical care may be limited. Overall, an insurance broker can provide invaluable assistance to residents of Kingfisher County, ensuring that they have the coverage they need for their unique circumstances.

Retirement Planning

Residents of Kingfisher County, OK can greatly benefit from the expertise of a retirement planner. With a population of just over 15,000, many residents may not have access to the resources and knowledge necessary to plan for a secure retirement. A retirement planner can assist in developing a personalized plan that takes into account the unique challenges and opportunities present in Kingfisher County, such as the prevalence of small businesses and agriculture. Additionally, a retirement planner can provide guidance on navigating the often complex world of Social Security and Medicare, ensuring that residents receive the maximum benefits they are entitled to. With the help of a retirement planner, residents of Kingfisher County can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Kingfisher County, OK could greatly benefit from the expertise of a financial advisor. With a population of just over 15,000, the county has a diverse economy that includes agriculture, oil and gas, and manufacturing industries. A skilled financial advisor could help residents navigate the ups and downs of these industries, providing guidance on investments, retirement planning, and tax strategies. Additionally, Kingfisher County is home to several small towns and rural communities, which can present unique financial challenges. A financial advisor could help individuals in these areas develop personalized plans for saving and investing, as well as provide guidance on estate planning and insurance. Overall, a financial advisor could be an invaluable resource for residents of Kingfisher County, helping them to achieve their financial goals and secure their futures.

Mortgage Loan Officer

Residents of Kingfisher County, OK would greatly benefit from the expertise of a mortgage loan officer. With a population of just over 15,000, the majority of residents are homeowners, but many are in need of refinancing or purchasing a new home. A mortgage loan officer can assist in finding the best loan options for each individual's financial situation, as well as provide guidance on the often-complex process of obtaining a mortgage. Additionally, Kingfisher County is home to many rural communities, where obtaining a mortgage can be even more challenging due to limited access to financial institutions. A mortgage loan officer can provide valuable support and resources for those in these areas, helping them achieve their dream of homeownership.

Tax Services

Residents of Kingfisher County, OK can benefit from a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to the county. For instance, Kingfisher County has a relatively high sales tax rate of 8.75%, which can be confusing for residents who are not familiar with the intricacies of sales tax. A tax advisor can help residents understand how sales tax works and how to minimize their tax liability. Additionally, a tax advisor can help residents with tax planning, which is especially important for those who own businesses or have complex financial situations. By working with a tax advisor, residents can ensure that they are taking advantage of all available tax deductions and credits, which can save them money in the long run. Overall, a tax advisor can provide invaluable assistance to residents of Kingfisher County, helping them to navigate the complex world of taxes and minimize their tax burden.

Estate Planning Lawyer

Residents of Kingfisher County, OK can benefit from the expertise of an estate planning lawyer in various ways. One of the most common ways is through the creation of a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important in Kingfisher County, where the population is primarily rural and many residents own farmland and other valuable assets. An estate planning lawyer can help ensure that these assets are protected and passed down to future generations in a tax-efficient manner. Additionally, an estate planning lawyer can assist with Medicaid planning, which is especially important for Kingfisher County residents who may need long-term care in their later years. By working with an estate planning lawyer, residents of Kingfisher County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs