Financial advisors and lenders · Oklahoma

Financial advisors and lenders in Norman, OK

109 financial advisors in Norman with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

109
businesses
100%
have a phone number
32%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in Norman

Twelve of the 109 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Lisa BakerFinancial Service; Legal Service—Yes(405) •••-••••Available
Communication Federal Credit UnionCredit Union; ATM; Financial Service—Yes(405) •••-••••Available
Justice Squad EnterprisesFinancial Service; Legal Service—Yes(405) •••-••••Available
Edward Jones - Financial Advisor: Kimberly SuttonFinancial Service; Legal Service—Yes(405) •••-••••Available
Credit Advisors Council - Credit Repair Oklahoma CityFinancial Service; Legal Service—Yes(405) •••-••••Available
Shelter Insurance - Ricky DeSpainFinancial Service; Legal Service—Yes(405) •••-••••Available
Edward Jones - Financial Advisor: Chris Nelson, CFP®Financial Service; Legal Service—Yes(405) •••-••••Available
Edward Jones - Financial Advisor: Laurie E MeeseFinancial Service; Legal Service—Yes(405) •••-••••Available
Edward Jones - Financial Advisor: Jason RobinsonFinancial Service; Legal Service—Yes(405) •••-••••Available
Clinton Wealth ManagementFinancial Service; Legal Service—Yes(405) •••-••••Available
Reagan Millsap - Gateway MortgageFinancial Service; Legal Service—Yes(405) •••-••••Available
Overman Insurance Agency, Inc.Financial Service; Legal Service—Yes(405) •••-••••Available

Showing 12 of 109. Data refreshed October 2026.

The market

What Norman's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 109 have no rating yet — prime prospects for review and reputation services.
20 (18%) have no website listed — a ready-made list for web design and SEO offers.
32% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service63
  • Financial Planner16
  • Insurance Agency; Financial Service; Legal Service7
  • Loans Agency7
  • Financial Service; Legal Service; Structure3
  • Structure; Financial Service; Legal Service2

Area codes

  • (405)109
Playbook

How to sell to financial advisors in Norman

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Norman financial advisors leads

How many financial advisors and lenders in Norman, OK are in the database?
109 financial advisors and lenders in Norman, OK, as of October 2026. 109 of them have a phone number and 35 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Norman list of 109 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Start calling Norman financial advisors today

25 free credits, no card. Search "financial advisors in Norman" and unlock your first 25 contacts.