Rick Silman

    Financial Advisor

    Broken Arrow, OklahomaNo minimum minimum

    About Rick

    My journey as a financial advisor began after the passing of my father. It was in the moment of caring for my mother that we met with our family's financial advisor, and I discovered the importance of having a financial advocate to navigate through times of uncertainty. I was raised in Edmond, Okla...

    Areas of focus

    Retirement PlanningTax PlanningPortfolio ConstructionCash Flow Analysis

    Credentials & background

    Licenses

    Series 7Series 65

    Education

    Master of Business Administration - Finance University of Oklahoma – Norman, Oklahoma (2017); Bachelor of Business Administration - Energy Management and Finance University of Oklahoma – Norman, Oklahoma (2009)

    Clients served

    RetireesBusiness OwnersSurviving SpousesCorporate Executives