Dennis Davis AIF®, CFP®

Dennis Davis AIF®, CFP®

Investment Adviser Representative | Tulsa, Oklahoma

Tulsa, Oklahoma, United States
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About

As an Investment Adviser Representative (IAR) and an Accredited Investment Fiduciary (AIF®) designee I have over 26 years of experience providing retirement planning strategies for both individuals and small and mid-size businesses.

Choosing to work with me means you’re supported by years of collective retirement planning strategy experience our team of Investment Adviser Representatives brings, and the resources of Cetera Advisor Networks LLC, a leader in the retail wealth management business. Through its nationwide network of more than 7500 independent financial advisors, Cetera is focused on helping Americans advance their retirement readiness through education, financial planning, and a broad range of personalized asset accumulation, protection, and distribution solutions. Cetera offers a complete and flexible advisory program designed to help advisors build growth-oriented businesses that focus on financial planning.

My team and I can provide our plan sponsors and plan participants a retirement plan solution complete with Investment Analysis, Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs, and ERISA Compliance.

My mission is clear, provide my clients a pathway to wealth accumulation, retention, and transfer of assets by creating and implementing strategies tailored to their unique goals.

Focuses: 401k, 457, SEP, Simple IRA, IRA, Special Needs Planning

4755 E. 91st Street Suite B
Tulsa, OK 74137
Tel: 918-392-3303
email: [email protected]
Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer, and a registered investment advisor.

Cetera is under separate ownership from any other named entity.

Activity

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Experience

  • Financial Advisor Network, LLC Graphic

    General Managing Member

    Financial Advisor Network, LLC

    - Present 18 years 3 months

    Tulsa, Oklahoma

    Our clients tell us that the best value for them is integrated, systematic and holistic plans, strategies, and implementations in the following three areas of their financial lives.

    Creating and growing wealth using tax-advantaged strategies
    Protecting and preserving wealth using tax-advantaged strategies
    Distribution of wealth during retirement using tax-advantaged strategies

    Our clients have come to expect Personalized Wealth Management plans, strategies, and…

    Our clients tell us that the best value for them is integrated, systematic and holistic plans, strategies, and implementations in the following three areas of their financial lives.

    Creating and growing wealth using tax-advantaged strategies
    Protecting and preserving wealth using tax-advantaged strategies
    Distribution of wealth during retirement using tax-advantaged strategies

    Our clients have come to expect Personalized Wealth Management plans, strategies, and implementations covering their financial issues and goals. By providing them a central planning and implementation point of contact, it saves them:

    Time
    Money
    Distractions

    This helps them:

    Use all of your resources for maximum effectiveness
    Achieve integrated strategic thinking where all elements of your plan support and enhance each other.
    Distribution of wealth to their heirs and philanthropy using tax-advantaged strategies

  • Cetera Advisor Networks LLC Graphic

    Investment Adviser Representative

    Cetera Advisor Networks LLC

    - Present 27 years 8 months

    Tulsa, Oklahoma Area

    Although my retirement plan business is predominated by individuals and small-to-mid-sized businesses I’m committed to providing people with disabilities, as well as their families and caregivers, financial planning and retirement planning guidance, guidance that reflects the unique challenges they face.

    The journey of creating a lifetime of continuous care for your loved one may seem daunting at first, but getting started is less overwhelming when you’re organized. Please connect with…

    Although my retirement plan business is predominated by individuals and small-to-mid-sized businesses I’m committed to providing people with disabilities, as well as their families and caregivers, financial planning and retirement planning guidance, guidance that reflects the unique challenges they face.

    The journey of creating a lifetime of continuous care for your loved one may seem daunting at first, but getting started is less overwhelming when you’re organized. Please connect with me on LinkedIn and request a copy of our “Special Needs Planning Checklist”.

    My small-to-mid-sized businesses and plan sponsors benefit from my experience and proven process to research and evaluate fund managers and investment strategies through an easy-to-understand, 10-point scoring system. The system also allows me to monitor your plan investment options against your Investment Policy Statement giving us the opportunity to enhance your investment lineup and improve the probability of a successful outcome for your plan participants.

    Focuses: Business Retirement Plans, Owner, Executive & Employee Benefits Analysis, Personalized Wealth Management Strategies, Personal Retirement Plans, Retirement Income Strategies

Education

  • Webster University Graphic

    Webster University

    Master of Arts Management

    -

    Located in St. Louis, MO, Webster University is the only private, non-profit U.S.-based university providing a network of international residential campuses. Founded in 1915, the university is committed to delivering high-quality learning experiences that transform students for global citizenship and individual excellence.

  • Oklahoma State University Graphic

    Oklahoma State University

    Bachelor of Science (B.S.) Pre-Law

    -

    Oklahoma State University, established in 1890, is a modern land-grant university that prepares students for success. As Oklahoma’s only university with a statewide presence, OSU improves the lives of people in Oklahoma, the nation, and the world through integrated, high-quality teaching, research, and outreach. OSU has more than 37,000 students across its five-campus system and more than 25,000 on its combined Stillwater and Tulsa campuses, with students from all 50 states and around 120…

    Oklahoma State University, established in 1890, is a modern land-grant university that prepares students for success. As Oklahoma’s only university with a statewide presence, OSU improves the lives of people in Oklahoma, the nation, and the world through integrated, high-quality teaching, research, and outreach. OSU has more than 37,000 students across its five-campus system and more than 25,000 on its combined Stillwater and Tulsa campuses, with students from all 50 states and around 120 nations.

  • The United States Army War College Graphic

    The United States Army War College

    -

    -

    The purpose of US Army War College is to produce graduates who are skilled critical thinkers and complex problem solvers in the global application of Land power. Concurrently, it is our duty to the Army to act as a "Think Factory" for Commanders and Civilian Leaders at the strategic level worldwide and routinely engage in discourse and debate on ground forces' role in achieving national security objectives.

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