Michael Mears

Advisor at Edward Jones

Updated today

Location

Altus, OK

Credentials

Series 66

Industry experience

7 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

Location

Altus, OK

Most active in

Hawaii · Oklahoma · Texas

Work history

Edward Jones

2018 - Present (8 years)

Dancing Doves Custom Woodworking

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael F

Series 65

Altus, OK

10Elms LLP

Michael Finch is a Series 65-licensed financial advisor with 6 years of industry experience, currently serving at 10Elms LLP. His prior roles include positions at Finch Wealth Management, LLC, and L3 Communications. Outside of finance, Finch works as a C-17 Pilot Instructor at Flight Safety Defense. 10Elms LLP provides wealth management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a fee-only, discretionary investment approach combining strategic asset allocation with tactical, momentum-based adjustments using primarily low-cost ETFs.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive
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Kelley C

CFP®, Series 63, Series 65

Altus, OK

Cetera

Kelley Collingwood is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2014. He has been associated with MidFirst Bank and Cetera Investment Services since 2007. Collingwood is a U.S. Army Reserve Officer in Civil Affairs and serves on the board of the JH Lee Scholarship, overseeing scholarship funds and participating in the review and award process. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Adam W

Series 66

Altus, OK

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Intergenerational Families
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Cameron J

Series 63, Series 65

Altus, OK

Empower Advisory Group

user avatar

Rodney D

ChFC®, Series 66

Altus, OK

Edward Jones

user avatar

Emily S

Series 66

Altus, OK

Edward Jones

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