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Oklahoma Financial Center

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Oklahoma City
CRD Number
Website okfin.com
Client types

Overview

Oklahoma Financial Center is a financial planning and wealth management firm based in Oklahoma City, Oklahoma, in operation since 1987. The firm serves business owners, individuals and families, and medical practitioners, including corporate executives, physicians, entrepreneurs, and other professionals. It is affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC, and includes a subsidiary, Trinity Financial Services, LLC. The firm has joined Bluespring Wealth Partners.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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