Oklahoma Financial Center

CONNECT

Address:

12436 St. Andrews Dr.
Oklahoma City, OK 73120

Phone:

405.302.2900

Fax/Other:

405.302.2961

Karen Cunningham

Karen Cunningham

President and Co-Founder of the Oklahoma Financial Center

Karen Cunningham, President and Co-Founder of the Oklahoma Financial Center, is an Investment Advisor Representative with Kestra Advisory Services, LLC.  Ms. Cunningham provides fee-based financial planning to professionals and closely held corporations. This includes, but is not limited to, individual financial plans, business plans, and ongoing business consulting billed on an hourly-rate basis.  Ms. Cunningham currently manages over $320 million of assets.*

Ms. Cunningham has been providing fee-based financial planning since 1987 and general financial planning since 1980.  She is a graduate of the University of Oklahoma School Of Business.  During her career she has earned the designation of Chartered Financial Consultant, (ChFC).  Ms. Cunningham holds several licenses with the Financial Industry Regulatory Authority (FINRA – formerly the NASD):  Series 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), 24 (General Securities Principal) and 7 (General Securities Representative).  She is also licensed in Oklahoma to provide Life, Accident & Health, and Variable Annuity insurance.  The accumulation of these licensures allows her to offer a range of planning concepts to her clients.

The Oklahoma Financial Center was organized in the fall of 1987 as an expansion of the Trinity Financial Group, which was incorporated in 1986. The vision of the Co-Founders was to provide a larger range of services to the firm’s clients by providing comprehensive fee-based planning for individuals and businesses, full service pension and profit sharing administration and asset management/asset allocation.

During her career Ms. Cunningham has been featured in several publications:  The Daily Oklahoman newspaper, Kiplingers Personal Finance magazine, The Wall Street Journal, and most recently, Forbes magazine. 

Ms. Cunningham serves as a Vice Chair of the Total Development Resource Campaign for the OKC Chamber of Commerce.  She is also a board member for Leadership Oklahoma and serves on the Regional Food Bank Board of Directors. She has been appointed by Governor Fallin to the Oklahoma State Board of Accountancy, serving as the only public member of a 7-member board.  Ms. Cunningham is also a member of the Positive Tomorrows Board, a school for homeless children.  Ms. Cunningham is the mother of four children: Cris, Chad, Porter, and Katie.

 

* Current as of: March 2016

Phone 405-302-2900
Fax 405-302-2961
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck