Oklahoma Financial Center Employee Directory

Financial ServicesUnited States11-50 Employees

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

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

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    K. N.
    Chief Operations Officer
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    B. C.
    Chief Of Staff
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    K. C.
    President And Co-Founder
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    J. W.
    Avp, Operations Manager
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    A. G.
    Client Relationship Manager
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    S. S. M.
    Financial Advisor
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    G. F. V.
    Investment Advisor
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    S. E.
    Financial Advisor
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Contact profiles from Oklahoma Financial Center

Name
Title
Contact Info
Location
Last Update
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    D. B.
    Financial Planner
    Phone icon
    United StatesOklahoma
    Nov 06, 2025
  • Stylized image of a person
    S. K.
    Administrative Assistant
    Phone icon
    United StatesOklahoma
    Oct 25, 2025
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    A. S.
    Retirement Plan Specialist
    Phone icon
    Jul 15, 2025
  • Stylized image of a person
    K. C.
    Financial Planner
    Phone icon
    United StatesOklahoma
    Mar 05, 2024
  • Stylized image of a person
    M. F.
    Retirement Plan Specialist
    Phone icon
    Oct 17, 2024
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    P. C.
    Financial Advisor
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    United StatesOklahoma
    Mar 12, 2024
  • Stylized image of a person
    P. C.
    Financial Advisor
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    Mar 12, 2024
  • Stylized image of a person
    S. W.
    Administrative Assistant
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    United StatesMissouri
    Oct 27, 2025
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    E. B.
    Retirement Plan And Wealth Advisor
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    Aug 08, 2025

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 Dr, Oklahoma City, Oklahoma 73120, US; 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 15 employees as of November 2025. 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 November 2025, 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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