Oklahoma Financial Center Employee Directory

Financial ServicesOklahoma, United States11-50 Employees

Oklahoma Financial Center is a financial services firm located at 12436 Saint Andrews Drive, Oklahoma City, OK 73120, United States. The organization began in 1987 when Karen Cunningham founded it as a fee-based financial planning practice, and it has since expanded its team and capabilities. Today the company employs between 11 and 50 people and emphasizes a team-based approach to financial guidance, working with attorneys, accountants, and other partners to address the full scope of clients' needs. Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC, with Oklahoma Financial Center and Bluespring Wealth Partners LLC as affiliates within the Kestra network. Reported annual revenue is in the range of $10 million to $25 million.

Find Oklahoma Financial Center employees' phone numbers or email addresses

Oklahoma Financial Center Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Oklahoma Financial Center's Leadership

  • Stylized image of a person
    K. N.
    Chief Operations Officer
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  • Stylized image of a person
    B. C.
    Chief Of Staff
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  • Stylized image of a person
    K. C.
    President And Co-Founder
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  • Stylized image of a person
    J. W.
    Avp, Operations Manager
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  • Stylized image of a person
    A. G.
    Client Relationship Manager
    Phone icon
  • Stylized image of a person
    S. S. M.
    Financial Advisor
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  • Stylized image of a person
    P. C.
    Financial Advisor
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  • Stylized image of a person
    S. E.
    Financial Advisor
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Oklahoma Financial Center Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Oklahoma Financial Center

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C.
    President And Co-Founder
    Phone icon
    United StatesOklahoma
    Jun 08, 2026
  • Stylized image of a person
    K. N.
    Chief Operations Officer
    Phone icon
    United StatesOklahoma
    Mar 29, 2024
  • Stylized image of a person
    J. W.
    Avp, Operations Manager
    Phone icon
    United StatesOklahoma
    Jun 25, 2026
  • Stylized image of a person
    B. C.
    Chief Of Staff
    Phone icon
    United StatesOklahoma
    Oct 23, 2024
  • Stylized image of a person
    A. G.
    Client Relationship Manager
    Phone icon
    United StatesOklahoma
    Sep 11, 2025
  • Stylized image of a person
    S. S. M.
    Financial Advisor
    Phone icon
    United StatesOklahoma
    Apr 17, 2026
  • Stylized image of a person
    P. C.
    Financial Advisor
    Phone icon
    United StatesOklahoma
    Feb 28, 2024
  • Stylized image of a person
    S. E.
    Financial Advisor
    Phone icon
    United StatesOklahoma
    Jun 08, 2026
  • Stylized image of a person
    C. S.
    Administrative Assistant
    Phone icon
    United States
    May 30, 2026
  • Stylized image of a person
    D. B.
    Financial Planner
    Phone icon
    United StatesOklahoma
    May 28, 2026

Frequently Asked Questions

What is Oklahoma Financial Center known for?

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Oklahoma Financial Center was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 12436 Saint Andrews Drive Oklahoma City, Oklahoma 73120 United States; you can contact the main corporate office by phone at . Explore Oklahoma Financial Center's company overview page for more information.

What is Oklahoma Financial Center's most common email format?

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Oklahoma Financial Center employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oklahoma Financial Center email formats with LeadIQ.

How many employees does Oklahoma Financial Center have currently?

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Oklahoma Financial Center has approximately 16 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Oklahoma Financial Center's key employees and leadership?

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As of May 2026, Oklahoma Financial Center's key employees include:

  • Chief Operations Officer: K. N.
  • Chief Of Staff: B. C.
  • President And Co-Founder: K. C.
  • Avp, Operations Manager: J. W.
  • Client Relationship Manager: A. G.

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