Advancement Financial Services, LLC

Advancement Financial Services, LLC (CRD# 150990) is a financial advisory firm headquartered in Tulsa, OK. They manage $13,304,173 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $140,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Advancement Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kristopher J. Jantzen
CRD#: 4515675
7315 S. Lewis Avenue, Tulsa, OK 74136
93
Wealthminder
score

Kristopher Jantzen (CRD# 4515675) is an Investment Advisor Representative working at Advancement Financial Services, LLC in Tulsa, OK and has over 11 years of experience in the finance industry.

2
Mark T. Loeber
CRD#: 1652902
7315 S. Lewis Avenue, Tulsa, OK 74136
93
Wealthminder
score

Mark Loeber (CRD# 1652902) is an Investment Advisor Representative working at Advancement Financial Services, LLC in Tulsa, OK and has over 29 years of experience in the finance industry.

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