Company Management

Perspective Advisors

Financial Services 1740 Se Washington Blvd 11 employees

Employees: 11
Contacts: 2
Emails: 2
Phones: 2

planwithperspective.com LinkedIn

Perspective Advisors Overview

Headquarters: 1740 Se Washington Blvd
Website: planwithperspective.com
Industry: Financial Services
Employees: 11
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Bartlesville

About Perspective Advisors

Our team works to understand your financial vision & then develops a customized plan of comprehensive investment & financial solutions. Whether simple or complex, business or personal, short or long-term needs, we will build a strategy that works for you! Investment Advisory services are offered through Perspective Advisors, LLC, an Oklahoma Registered Investment Advisor. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Perspective Advisors Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 2; 50.0% coverage

Perspective Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Scott Krizek, Cfp®	Connector of Great People and Great	Mequon, Wisconsin, United States	Email Phone
Brandi Williams	Director, Tax & Accounting	Bartlesville, Oklahoma, United States	View
Nathan Barham	Partner at Perspective Advisors, Llc	Bartlesville, Oklahoma, United States	Email Phone
Kelsey Barham	CFO at Perspective Advisors, Llc	Bartlesville, Oklahoma, United States	View