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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jarred Elwell (CRD# 6304025) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Norman, OK and has over 6 years of experience in the finance industry.
Tyler Fields (CRD# 6227706) is an Investment Advisor Representative working at Copper Financial in Oklahoma City, OK and has over 10 years of experience in the finance industry.
Ron Fisher (CRD# 2468081) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 29 years of experience in the finance industry.
Ronald Geurkink (CRD# 1503685) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Norman, OK and has over 37 years of experience in the finance industry.
Jeffrey Gorton (CRD# 6000536) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry. Jeffrey Gorton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sandra Hegeman (CRD# 6561450) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Blanchard, OK and has over 8 years of experience in the finance industry.
Jonathan Holeman (CRD# 6342450) is an Investment Advisor Representative working at Edward Jones in Mustang, OK and has over 9 years of experience in the finance industry.
Mark Johnson (CRD# 2842194) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Norman, OK and has over 27 years of experience in the finance industry.
Srikant Jonnada (CRD# 5631338) is an Investment Advisor Representative working at Eagle Strategies LLC in Oklahoma City, OK and has over 12 years of experience in the finance industry.
Kenneth Kitchen (CRD# 6886106) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 5 years of experience in the finance industry.