Thomas D. Conklin

Financial Advisor at MassMutual Oklahoma

Role
Financial Advisor at MassMutual
Location
Tulsa, OK, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Thomas D. Conklin

I\'m a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC Supervisory address: 1300 N. Walker Avenue, Suite 200, Oklahoma City, OK 73013,(40••••••00. CRN20••••••••90. Licenses held:Securities Licenses-Series 6, 63. 65, 7 Life & Health InsuranceI am licensed to sell insurance and securities in Oklahoma.Specialties: Life, Disability, Long Term Care InsuranceMutual Funds, 529 Plans, Stocks & Bonds, Annuities, IRA\'s, 401k\'s

Experience

  1. Financial Advisor

    MassMutual

    Nov 1989 — Present · Tulsa, OK, US

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Through a network of experienced professionals, we have expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services For more information, contact me for a consultation at t•••••••@financialguide.com

Education

  • The University of Tulsa

    Accounting & Business

  • The American College of Financial Services

    CLU, ChFC, Insurance, Taxes, Finance

Skills

  • 401k
  • Wealth Accumulation
  • Iras
  • Fixed Annuities
  • Retirement
  • Bonds
  • Strategic Financial Planning
  • Retirement Planning
  • Long-Term Care
  • Mutual Funds
  • 401k Rollovers
  • Long Term Care Insurance
  • Disability Insurance
  • Wealth Management
  • 529 Plans
  • Life Insurance

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Thomas D. Conklin — Financial Advisor at MassMutual in Tulsa, OK, US | Unifers