Overview
Oklahoma Financial Center (OFC) is a prominent financial services firm established in 1987 and headquartered in Oklahoma City. The company, co-founded by Karen Cunningham, specializes in fee-based financial planning tailored for both individuals and corporations by delivering personalized strategies for effective wealth management and financial advisories.
Key Personnel
Karen Cunningham
- Position: President and Co-Founder
- Credentials: Chartered Financial Consultant (ChFC®)
- Experience: Over 23 years in financial advisory, presently affiliated with Kestra Advisory Services, LLC.
- Contact: k_cunningham@okfin.com | Office: 405-302-2900
- Community Roles: Vice Chair of the Total Development Resource Campaign for the OKC Chamber of Commerce and board member for Leadership Oklahoma.
Porter Cunningham, CFP®
- Title: Managing Director & Financial Advisor
- Affiliation: Kestra Advisory Services, LLC
- Specialization: Fee-based financial planning expertise.
Khanh Hager
- Role: Chief Operating Officer
- Expertise: Leadership, Operations Management, Culture Creation, Customer Relationships.
Shay (Sharyl) Morris, AFC, CFP®, EA
- Position: Financial Advisor
- Background: Over 5 years blending higher education and personal finance expertise.
Services Offered
The Oklahoma Financial Center is dedicated to offering a comprehensive array of financial services, which include:
- Personalized financial planning.
- Overarching investment management solutions.
- Tools for estate management & tax liability estimation.
- Enhanced client support leveraging a team-based approach.
Recent Developments and Focus
The firm is committed to enhancing the accessibility and actionability of personal finance for all its clients, fostering a client-centric environment supported by a proficient online portal and an expert staff focused on satisfying specific client needs.
Notable Achievements
- Industry Recognition: Karen Cunningham is acknowledged for notable contributions to the financial industry and her advocacy for women in finance, highlighted in the “50 Making a Difference” profile.
- Community Engagement: OFC actively engages in local outreach through leadership roles in significant community organizations in Oklahoma City.
Challenges
Despite an investor complaint in September 2022 against Kestra Advisor, seeking six-figure damages attributed to circumstances involving Karen Cunningham, the firm maintains its position as a leader in financial planning services in Oklahoma.
Contact Information
Further inquiries or details regarding services and client access can be obtained from their [official website](https://www.okfin.com/).
Competitor Analysis
1. Arvest Bank
- Industry: Banking
- Services: Personal and business banking, mortgage and personal loans, commercial loans.
- Geographic Coverage: Arkansas, Kansas, Missouri, and Oklahoma.
- Employees: 5,001-10,000
- Headquarters: Fayetteville, Arkansas
- Website: [Arvest Bank](http://www.arvest.com)
2. BOK Financial Corporation
- Industry: Financial Services
- Services: Consumer and commercial banking, investment management, trust services, mortgage origination.
- Headquarters: Tulsa, Oklahoma
- Employees: 1,001-5,000
- Website: [BOK Financial](http://www.bokfinancial.com)
3. Bank of America
- Industry: Financial Services
- Global Presence: Operates in over 35 countries.
- Employees: Approximately 213,000
- Website: [Bank of America](https://about.bankofamerica.com)
4. Wells Fargo
- Industry: Financial Services
- Assets: Approximately $1.9 trillion
- Operational Reach: 35 countries
- Website: [Wells Fargo](https://www.wellsfargo.com)
5. MidFirst Bank
- Industry: Banking
- Assets: $39.1 billion
- Base: Oklahoma City, Oklahoma
- Employees: Approximately 2,052
- Website: [MidFirst Bank](https://www.midfirst.com)
