Brett James, Financial Advisor located in Broken Arrow, OK

Financial Advisor
Brett A James

CFP®, AAMS®
115 West Broadway Ave, Broken Arrow, OK 74012opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Auto Racing
  • Fishing
  • Golfing
  • Hunting
  • Volunteering

Team Members

  • Karen Kennedy
    Sr. Branch Office Administrator
  • Tina Vratil
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(918) 251-5558

Fax

(888) 579-3950

Office Address

115 West Broadway Ave
Broken Arrow, OK 74012opens in a new window

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