Overview

By using Naviplan or Financial Profiles as a foundation, our fiduciary driven, fee-only RIA concentrates on the investment management of 401a, 403b, 457, IRAs, and individual brokerage accounts. Moved to fee-only basis in 2012 and have NO B/D affiliation. Our target market is mostly OU Professors and Admin, as we are located on Campus Corner in Norman, OK.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...