Financial Planning Resources

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

2250 E 73rd St Ste 650, Tulsa, Oklahoma,...

Phone Number

(918) 494-2929

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About Financial Planning Resources

Financial Planning Resources is dedicated to helping clients achieve their financial independence through a relationship-driven approach. They offer a range of services including financial strategies, investment management, retirement planning, and insurance. Their unique Wealth360 Process is designed to adapt to clients' changing financial situations and goals. With an average client relationship lasting over 25 years, they prioritize understanding each client's individual needs and aspirations.Explore more
Financial Planning Resources's Social MediaPopular SearchesFinancial Planning Resources IncFinancial Planning ResourcesFinancial ResourcesF P R Systems Integraters IncFellowship of Christian Financial Planners IncSIC Code 62,628NAICS Code 52,523Show more

Financial Planning Resources Org Chart

PhoneEmail
KL
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Chief Operating Officer

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PB
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Partner and President, LPL Investment Advisor...

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JN
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President

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JM
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Administrative Associate

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GP
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Receptionist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Planning Resour...

<$5M
11-50
Private
-
1987
KL
Karen LovellChief Operating Officer
$6.3M
1-10
Private
-
2007
JI
Jane IariaOffice Manager
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
$5.4M
11-50
Private
-
2006
EK
Emily KieferManager, Operations
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2002
RF
R. FidlerLPL Registered Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Planning Resources is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Planning Resources is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Planning Resources.

Financial Planning Resources Tech Stack

A closer look at the technologies used by Financial Planning Resources

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Frequently Asked Questions Regarding Financial Planning Resources

What is Financial Planning Resources's official website?
Financial Planning Resources's official website is www.f-p-r.com
What is Financial Planning Resources's Revenue?
Financial Planning Resources's revenue is <$5 Million
What is Financial Planning Resources's SIC code?
Financial Planning Resources's SIC: 62,628
What is Financial Planning Resources's NAICS code?
Financial Planning Resources's NAICS: 52,523
How many employees does Financial Planning Resources have?
Financial Planning Resources has 11-50 employees
What industry does Financial Planning Resources belong to?
Financial Planning Resources is in the industry of: Finance, Securities Trading
What is Financial Planning Resources competition?
Financial Planning Resources top competitors include: Strategic Financial Concepts, Mastey Financial Group, Planners Financial Group, Fidler Wealth Management
What technology does Financial Planning Resources use?
Some of the popular technologies that Financial Planning Resources uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact Financial Planning Resources?
Financial Planning Resources contact info: Phone number: (918) 494-2929 Website: www.f-p-r.com
What does Financial Planning Resources do?

Financial Planning Resources is dedicated to helping clients achieve their financial independence through a relationship-driven approach. They offer a range of services including financial strategies, investment management, retirement planning, and insurance. Their unique Wealth360 Process is designed to adapt to clients' changing financial situati... ons and goals. With an average client relationship lasting over 25 years, they prioritize understanding each client's individual needs and aspirations.Read More

What are Financial Planning Resources social media links?
Financial Planning Resources Linkedin page Financial Planning Resources Facebook page
Is Financial Planning Resources a public company?
Financial Planning Resources is private company therefore does not currently have an official ticker symbol
See more information about Financial Planning Resources

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