Top 20 Financial Services Companies in Edmond

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Below is the list of Top 20 Financial Services Companies in Edmond ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Edmond

1. Heartland Payment Systems

Industry: Financial Services

Location: Edmond, Oklahoma

Website: heartlandpaymentsystems.com

Company Founded: 1997

Company Size: 1001-5000

Company Address: 3932 South Boulevard Street, Edmond, Oklahoma, United States

Heartland Payment Systems Contact Details

Name Title LinkedIn Phone Email
Dominick Caracillo Division Manager - Leadership Development, Hiring, Training, Sales Manager
Brad May Vice President Of Sales, Mid-atlantic Region
Katie Wheeler Vice President Of Sales
Jared Clark Divison Sales Manager
Jason Hetrick Division Manager - Dc Metro
T.j Kerr Vice President Of Sales Operations
Kerry Cofer Territory Manager
Requires/Intent and 904 more Employees
Technology Consulting
Cloud Computing Solutions
Automation & Workflow Optimization
Hedge Fund & Private Equity Consulting
Risk Assessment & Mitigation
and more

2. Shaw Financial Services, Inc.

Industry: Financial Services

Location: Edmond, Oklahoma

Website: shawfinancialinc.com

Company Founded: 2003

Company Size: 11-50

Company Address: 2901 South Bryant Avenue, Edmond, Oklahoma, United States

Shaw Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Toni Manager Dedicated Dave Ramsey Smartvestor Pro, High Net-worth Wealth Manager
Toni Selph Financial Advisor
Riley Thomas Marketing Coordinator And Client Service Manager
Kimberly Fulkerson Client Service Manager
Geoffrey Weiss Assistant Operations Manager
Nancy Frederick Client Services Manager
Requires/Intent
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
Treasury & Cash Flow Management
and more

3. Adfitech, Inc.

Industry: Financial Services

Location: Edmond, Oklahoma

Website: adfitech.com

Company Founded: 1983

Company Size: 201-500

Company Address: 3001 Technology Drive, Edmond, Oklahoma, United States

Adfitech, Inc. Contact Details

Name Title LinkedIn Phone Email
Dru Jacobs President
Chase Hagan Senior Vice President And General Counsel
Paul Hargis Senior Vice President Client Relations, Sales, And Marketing
Kari Meyers Closing And Compliance
Helen Lowe-palmer Assistant Vice President
Savannah Melher Marketing And Public Relations Associate
Lonnie Stephens Quality Control Review Appraiser
Requires/Intent and 91 more Employees
HR & Talent Acquisition
Asset Management
Loan Origination & Servicing Platforms
Treasury & Cash Flow Management
and more

4. Peel Payments

Industry: Financial Services

Location: Edmond, Oklahoma

Website: peelpayments.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1408 South Fretz Avenue, Edmond, Oklahoma, United States

Peel Payments Contact Details

Name Title LinkedIn Phone Email
Lance Mitchell President
Jerry Pierce Senior Vice President
Kristina Bitzer Technical Support Manager
Requires/Intent
Financial Planning & Retirement Solutions
Treasury & Cash Flow Management
Asset Management
Mortgage & Loan Processing
Customer Relationship Management (CRM)
and more

5. Chappelwood Financial Services

Industry: Financial Services

Location: Edmond, Oklahoma

Company Founded: 1990

Company Size: 1-10

Company Address: 1725 East 15th Street, Edmond, Oklahoma, United States

Chappelwood Financial Services Contact Details

Name Title LinkedIn Phone Email
Damon King Investment Advisor
Cfpâ Damon King Investment Advisor
Requires/Intent
Document Management & E-signature Solutions
Accounting Services
and more

6. Russell W Kuteman, Cpa

Industry: Financial Services

Location: Edmond, Oklahoma

Website: rwk-cpa.com

Company Founded: 2015

Company Size: 1-10

Company Address: P/o Box 5516, Edmond, Oklahoma, United States

Russell W Kuteman, Cpa Contact Details

Name Title LinkedIn Phone Email
Russell Kuteman Business Finance Executive And Consultancy | C-level Portfolio Mgmt | Global Brand Franchising
Requires/Intent
Sales & Lead Generation Strategy
Automation & Workflow Optimization
Financial Auditing & Reporting
and more

7. Point5 Family Office

Industry: Financial Services

Location: Edmond, Oklahoma

Website: point5familyoffice.com

Company Founded: 2015

Company Size: 1-10

Company Address: 616 Enterprise Drive, Edmond, Oklahoma, United States

Point5 Family Office Contact Details

Name Title LinkedIn Phone Email
Juan-carlos Lara Managing Partner
Requires/Intent
Financial Forecasting & Modeling
Investment Advisory
Automation & Workflow Optimization
Risk Management & Compliance
Wealth Management
and more

8. Hughes Warren, Inc.

Industry: Financial Services

Location: Edmond, Oklahoma

Website: hugheswarren.com

Company Founded: 2007

Company Size: 1-10

Company Address: 16350 Muirfield Place, Edmond, Oklahoma, United States

Hughes Warren, Inc. Contact Details

Name Title LinkedIn Phone Email
Melinda Warren Co-president
Requires/Intent
Financial Planning & Retirement Solutions
Omnichannel Customer Support
Credit Rating & Analysis
Corporate Finance Strategy
Accounting Services
and more

9. Womack Investment Advisers, Inc.

Industry: Financial Services

Location: Edmond, Oklahoma

Website: womackadvisers.com

Company Size: 1-10

Company Address: 1366 East 15th Street, Edmond, Oklahoma, United States

Womack Investment Advisers, Inc. Contact Details

Name Title LinkedIn Phone Email
Raegan Thornhill Marketing Director
Requires/Intent
Document Management & E-signature Solutions
Corporate Finance Strategy
and more

10. Karns Profit Improvement

Industry: Financial Services

Location: Edmond, Oklahoma

Website: profitimprovement.com

Company Founded: 1986

Company Size: 1-10

Company Address: 200 North Broadway, Edmond, Oklahoma, United States

Karns Profit Improvement Contact Details

Name Title LinkedIn Phone Email
Betty Ostendorf Account Executive
Requires/Intent
Document Management & E-signature Solutions
Omnichannel Customer Support
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
Branding & Public Relations
and more

11. Spiritbank Mortgage

Industry: Financial Services

Location: Edmond, Oklahoma

Company Size: 1-10

Company Address: 2801 East Memorial Road, Edmond, Oklahoma, United States

Spiritbank Mortgage Contact Details

Name Title LinkedIn Phone Email
Tracy Hull Mortgage Processor
Laura Smallen Mortgage Banker
Requires/Intent
Marketing Services
Omnichannel Customer Support
Financial Auditing & Reporting
Wealth Management
and more

12. Security Financial Mortgage Nmls Id 920974

Industry: Financial Services

Location: Edmond, Oklahoma

Website: sfmhomeloans.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2000 East 15th Street, Edmond, Oklahoma, United States

Security Financial Mortgage Nmls Id 920974 Contact Details

Name Title LinkedIn Phone Email
Perry Fatheree Mortgage Loan Originator
Zachary Griffin Mortgage Loan Originator
Carissa Bias Photographer
Requires/Intent
HR & Talent Acquisition
Banking & Payment Processing
Securities Trading & Brokerage
Document Management & E-signature Solutions
Sales & Lead Generation Strategy
and more

13. Heartland Precious Metals

Industry: Financial Services

Location: Edmond, Oklahoma

Website: heartlandpreciousmetals.com

Company Founded: 2014

Company Size: 11-50

Company Address: 2513 South Kelly Avenue, Edmond, Oklahoma, United States

Heartland Precious Metals Contact Details

Name Title LinkedIn Phone Email
Jana Smith Customer Support
Requires/Intent
Securities Trading & Brokerage
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
Hedge Fund & Private Equity Consulting
and more

14. Stout Lending

Industry: Financial Services

Location: Edmond, Oklahoma

Website: stoutlending.com

Company Size: 1-10

Company Address: 14504 Cottonwood Drive, Edmond, Oklahoma, United States

Stout Lending Contact Details

Name Title LinkedIn Phone Email
Brighton Godwin Mortgage Loan Officer
Requires/Intent
Corporate Finance Strategy
Mortgage & Loan Processing
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
and more

15. Dfgllc

Industry: Financial Services

Location: Edmond, Oklahoma

Website: dominionfinancial.us

Company Founded: 2009

Company Size: 1-10

Dfgllc Contact Details

Name Title LinkedIn Phone Email
Beverly Martin Self Employed
Requires/Intent
Quality Control & Assurance
Branding & Public Relations
Securities Trading & Brokerage
Mergers & Acquisitions Advisory
IoT-enabled Smart Banking Solutions
and more

16. Rise Concepts Llc

Industry: Financial Services

Location: Edmond, Oklahoma

Website: riseconcepts.com

Company Size: 11-50

Company Address: 1 South Broadway, Edmond, Oklahoma, United States

Rise Concepts Llc Contact Details

Name Title LinkedIn Phone Email
Efrem Cooksey Sales Team Manager
Requires/Intent
Treasury & Cash Flow Management
Digital Payment & Subscription Solutions
and more

17. Kreger Financial

Industry: Financial Services

Location: Edmond, Oklahoma

Website: chisholmtrailwealth.com

Company Size: 1-10

Company Address: 16364 Muirfield Place, Edmond, Oklahoma, United States

Kreger Financial Contact Details

Name Title LinkedIn Phone Email
Kayla Fleharty Director Of Operations
Requires/Intent
Online Advertising & SEO
Marketing Services
Wealth Management
and more

18. Redwood Holdings

Industry: Financial Services

Location: Edmond, Oklahoma

Website: redwoodventure.com

Company Size: 1-10

Company Address: 35 East 33rd Street, Edmond, Oklahoma, United States

Redwood Holdings Contact Details

Name Title LinkedIn Phone Email
Sherie Kelly Pit Bull
Sherie Kelly Pit Bull
Sherie Kelly Pit Bull
Requires/Intent
Debt Collection & Recovery
Tax Planning & Strategy
Document Management & E-signature Solutions
Securities Trading & Brokerage
Risk Management & Compliance
and more

19. Red Carpet Motel

Industry: Financial Services

Location: Edmond, Oklahoma

Company Size: 1-10

Company Address: 1205 South Broadway, Edmond, Oklahoma, United States

Red Carpet Motel Contact Details

Name Title LinkedIn Phone Email
Rafiul Farazi Owner
Requires/Intent
HR & Talent Acquisition
Cybersecurity & Data Protection
and more
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Edmond Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Dominick Caracillo Heartland Payment Systems Division Manager - Leadership Development, Hiring, Training, Sales Manager
2 Brad May Heartland Payment Systems Vice President Of Sales, Mid-atlantic Region
3 Katie Wheeler Heartland Payment Systems Vice President Of Sales
4 Jared Clark Heartland Payment Systems Divison Sales Manager
5 Jason Hetrick Heartland Payment Systems Division Manager - Dc Metro
6 T.j Kerr Heartland Payment Systems Vice President Of Sales Operations
7 Kerry Cofer Heartland Payment Systems Territory Manager
8 Toni Manager Shaw Financial Services, Inc. Dedicated Dave Ramsey Smartvestor Pro, High Net-worth Wealth Manager
9 Toni Selph Shaw Financial Services, Inc. Financial Advisor
10 Riley Thomas Shaw Financial Services, Inc. Marketing Coordinator And Client Service Manager
11 Kimberly Fulkerson Shaw Financial Services, Inc. Client Service Manager
12 Geoffrey Weiss Shaw Financial Services, Inc. Assistant Operations Manager
13 Nancy Frederick Shaw Financial Services, Inc. Client Services Manager
14 Dru Jacobs Adfitech, Inc. President
15 Chase Hagan Adfitech, Inc. Senior Vice President And General Counsel
16 Paul Hargis Adfitech, Inc. Senior Vice President Client Relations, Sales, And Marketing
17 Kari Meyers Adfitech, Inc. Closing And Compliance
18 Helen Lowe-palmer Adfitech, Inc. Assistant Vice President
19 Savannah Melher Adfitech, Inc. Marketing And Public Relations Associate
20 Lonnie Stephens Adfitech, Inc. Quality Control Review Appraiser
21 Lance Mitchell Peel Payments President
22 Jerry Pierce Peel Payments Senior Vice President
23 Kristina Bitzer Peel Payments Technical Support Manager
24 Damon King Chappelwood Financial Services Investment Advisor
25 Cfpâ Damon King Chappelwood Financial Services Investment Advisor
26 Russell Kuteman Russell W Kuteman, Cpa Business Finance Executive And Consultancy | C-level Portfolio Mgmt | Global Brand Franchising
27 Juan-carlos Lara Point5 Family Office Managing Partner
28 Melinda Warren Hughes Warren, Inc. Co-president
29 Raegan Thornhill Womack Investment Advisers, Inc. Marketing Director
30 Betty Ostendorf Karns Profit Improvement Account Executive
31 Tracy Hull Spiritbank Mortgage Mortgage Processor
32 Laura Smallen Spiritbank Mortgage Mortgage Banker
33 Perry Fatheree Security Financial Mortgage Nmls Id 920974 Mortgage Loan Originator
34 Zachary Griffin Security Financial Mortgage Nmls Id 920974 Mortgage Loan Originator
35 Carissa Bias Security Financial Mortgage Nmls Id 920974 Photographer
36 Jana Smith Heartland Precious Metals Customer Support
37 Brighton Godwin Stout Lending Mortgage Loan Officer
38 Beverly Martin Dfgllc Self Employed
39 Efrem Cooksey Rise Concepts Llc Sales Team Manager
40 Kayla Fleharty Kreger Financial Director Of Operations

Financial Services companies in different cities of Oklahoma

No. Industry Number of Contacts Download
1 Financial services Companies in Oklahoma City 26912
2 Financial services Companies in Tulsa 29696
3 Financial services Companies in Norman 1392
4 Financial services Companies in Broken Arrow 928