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Financial Planning Consultants in Oklahoma City

Caleb Dickenson - Thrivent

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1616 East 19th St Suit 304, Edmond, OK

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Caleb Dickenson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Caleb Dickenson - Thrivent

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Brian Puckett - Edelman Financial Engines

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13921 Quail Pointe Drive, Oklahoma City, OK

405-506-7870

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Brian Puckett - Edelman Financial Engines

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13921 Quail Pointe Drive, Oklahoma City, OK

My journey to becoming a CERTIFIED FINANCIAL PLANNERâ„¢ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms.... Read More about Brian Puckett - Edelman Financial Engines

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Dennis Packard - Edelman Financial Engines

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13921 Quail Pointe Drive, Oklahoma City, OK

I began my career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, I joined TD Waterhouse in Oklahoma City as a Senior Investment Consultant and Retirement Specialist, helping clients with financial and retirement planning. In 2006, I partnered with Brian Puckett to create the Align team: a client-first, team-oriented service strategy. I’m a proud Oklahoman and have... Read More about Dennis Packard - Edelman Financial Engines

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Equitable Advisors

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4801 Gaillardia Pkwy, 2nd Floor, Suite 202, Oklahoma City, OK

405-942-4200

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Equitable Advisors

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4801 Gaillardia Pkwy, 2nd Floor, Suite 202, Oklahoma City, OK

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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First Command Financial Advisor - Gary Chitwood

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5604 SE 67th Street, Oklahoma City, OK

405-737-8594

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First Command Financial Advisor - Gary Chitwood

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5604 SE 67th Street, Oklahoma City, OK

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Gary Chitwood

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Edelman Financial Engines

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13921 Quail Pointe Drive, Oklahoma City, OK

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The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in north Oklahoma City is here for you, serving all of the Oklahoma City metropolitan area, including Edmond, Yukon, Piedmont, Moore and Norman. Whether you’re accumulating wealth, transitioning into... Read More about Edelman Financial Engines

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Pinnacle Financial Advisors - Thrivent

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1000 W Wilshire Blvd, Ste 338, Oklahoma City, OK

405-418-0863

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Pinnacle Financial Advisors - Thrivent

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1000 W Wilshire Blvd, Ste 338, Oklahoma City, OK

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Pinnacle Financial Advisors - Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Oklahoma City, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent,... Read More about Pinnacle Financial Advisors - Thrivent

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Mariner

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1601 NW Expressway, Suite 1850, Oklahoma City, OK

405-353-1540

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Mariner

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1601 NW Expressway, Suite 1850, Oklahoma City, OK

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Scott Schaefer - Thrivent

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1616 E 19th St, Ste 101, Edmond, OK

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Scott Schaefer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Scott Schaefer - Thrivent

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Michael Stecker - Thrivent

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13101 SE. 40th St., Choctaw, OK

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Stecker is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Choctaw, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Michael Stecker - Thrivent

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Preston Schaefer - Thrivent

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1616 E 19th St., Ste 101, Edmond, OK

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Preston Schaefer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Preston Schaefer - Thrivent

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Daryl Osmus - Thrivent

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1616 E 19th St, Ste 102, Edmond, OK

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Daryl Osmus is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Daryl Osmus - Thrivent

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Odyssey Financial Group LLC

Odyssey Financial Group LLC

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13929 Technology Drive, Suite A, Oklahoma City, OK

405-286-2339

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Odyssey Financial Group LLC

Odyssey Financial Group LLC

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13929 Technology Drive, Suite A, Oklahoma City, OK

We specialize in all types of 401k, 457, Cash Balance, and Non-Qualified Deferred Comp Plans for businesses, and full financial planning for personal clients. We have clients in over 16 states. Check out our website for all our services.

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Garrett Webster - Thrivent

Garrett Webster - Thrivent

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1616 East 19th Street, Suite 304, Edmond, OK

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Garrett Webster is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Edmond, OK make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Garrett Webster - Thrivent

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Gallagher Insurance, Risk Management & Consulting

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103 Dean A McGee Avenue, Suite 500, Oklahoma City, OK

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At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

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LendNation

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9413 N May Ave, Oklahoma City, OK

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When you need an installment loan near you in Oklahoma City, visit LendNation to apply in person. Our store is located at 9413 N May Ave, corner of Britton Rd and May Ave. across from Bank of America.. We’ve served the communities since 2005 with fast, simple loan decisions and friendly service. If you need a quick loan near you... Read More about LendNation

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First Command Financial Advisor - Brant Kirk

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5604 SE 67th Street, Oklahoma City, OK

405-737-8594

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First Command Financial Advisor - Brant Kirk

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5604 SE 67th Street, Oklahoma City, OK

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Brant Kirk

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First Command Financial Advisor - Alexander Frank

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5604 SE 67th Street, Oklahoma City, OK

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Alex Frank joined First Command Financial Services as a Financial Advisor in January 2022, following a 13-year career in the United States Air Force, where he attained the rank of Technical Sergeant. Alex understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.... Read More about First Command Financial Advisor - Alexander Frank

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First Command Financial Advisor - Dylan Ball

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5604 SE 67th Street, Oklahoma City, OK

405-737-8594

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First Command Financial Advisor - Dylan Ball

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5604 SE 67th Street, Oklahoma City, OK

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Dylan Ball joined First Command Financial Services as a Financial Advisor in July 2021, following an 8-year career in the United States Marine Corps Reserve and the Air National Guard, where he attained the rank of Staff Sergeant. Dylan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families... Read More about First Command Financial Advisor - Dylan Ball

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First Command Financial Advisor - Jerry Bolster

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5604 SE 67th Street, Oklahoma City, OK

405-737-8594

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First Command Financial Advisor - Jerry Bolster

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5604 SE 67th Street, Oklahoma City, OK

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jerry Bolster

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First Command Financial Advisor - Mitch Butler

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5604 SE 67th Street, Oklahoma City, OK

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Mitch Butler

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First Command Financial Advisor - Jeff Wallace, ChFC®|RICP®|CLF®

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5604 SE 67th Street, Oklahoma City, OK

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jeff Wallace, ChFC®|RICP®|CLF®

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First Command District Advisor - Matthew Bowman, ChFC®|MBA|CFP®

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5604 SE 67th Street, Oklahoma City, OK

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Matthew Bowman joined First Command Financial Services as a Financial Advisor in May 2015, following a 6-year career in the United States Army, where he attained the rank of Captain. Matthew understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Matthew has... Read More about First Command District Advisor - Matthew Bowman, ChFC®|MBA|CFP®

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Edelman Financial Engines

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1601 Northwest Expressway, Suite 1525, Oklahoma City, OK

405-493-0618

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Edelman Financial Engines

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1601 Northwest Expressway, Suite 1525, Oklahoma City, OK

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The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Oklahoma City is here for you, serving the areas of Oklahoma City, Tulsa and North Texas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your... Read More about Edelman Financial Engines

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Equitable Advisors
4801 Gaillardia Pkwy, 2nd Floor, Suite 202, Oklahoma City, OK 405-942-4200
Mariner
Mariner
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Mariner
1601 NW Expressway, Suite 1850, Oklahoma City, OK 405-353-1540
Odyssey Financial Group LLC
13929 Technology Drive, Suite A, Oklahoma City, OK 405-286-2339
1601 Northwest Expressway, Suite 1525, Oklahoma City, OK 405-493-0618