Oklahoma Financial Center

www.okfin.com

Our organization has been a part of the Oklahoma City community for more than thirty years. We go all the way back to the fall of 1987 when Karen Cunningham founded Oklahoma Financial Center as a fee-based financial planning firm. Throughout the years, we’ve added expertise and experience with dedicated team members. In 2017, Karen’s son Porter joined the firm, bringing our team to ten members. Strong communities are made up of strong, confident families, and Oklahoma Financial Center offers a team-based approach to truly surround our clients with the expertise they need on their road to financial wellbeing. We work with attorneys, accountants, and many other partners to adequately grasp the big picture and ensure your every need is met. *Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Oklahoma Financial Center and Bluespring Wealth Partners LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures *This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. *www.finra.org https://www.sipc.org

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Our organization has been a part of the Oklahoma City community for more than thirty years. We go all the way back to the fall of 1987 when Karen Cunningham founded Oklahoma Financial Center as a fee-based financial planning firm. Throughout the years, we’ve added expertise and experience with dedicated team members. In 2017, Karen’s son Porter joined the firm, bringing our team to ten members. Strong communities are made up of strong, confident families, and Oklahoma Financial Center offers a team-based approach to truly surround our clients with the expertise they need on their road to financial wellbeing. We work with attorneys, accountants, and many other partners to adequately grasp the big picture and ensure your every need is met. *Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Oklahoma Financial Center and Bluespring Wealth Partners LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures *This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. *www.finra.org https://www.sipc.org

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Country

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State

Oklahoma

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City (Headquarters)

Oklahoma City

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Employees

11-50

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Founded

1987

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Client Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Operation Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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