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Advisors near 73521
Out of 400,000+ nationwide
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.
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.
Michael M
Series 66
Altus, OK
Edward Jones
Adam W
Series 66
Altus, OK
Edward Jones
Cameron J
Series 63, Series 65
Altus, OK
Empower Advisory Group
Rodney D
ChFC®, Series 66
Altus, OK
Edward Jones
Emily S
Series 66
Altus, OK
Edward Jones
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Advisors near 73521
Out of 400,000+ nationwide