advisor

Steve W. Ellis, CFP®, CKA®

advisor

Principal

SageOak Financial, LLC

Areas of Concentration

Charitable Giving

Comprehensive Financial Planning

Insurance Planning

Investment Management

Retirement Planning

Wealth Transfer

Wealth Management

Faith Based Investing

Description

Steve Ellis is a Certified Kingdom Advisor, Certified Financial Planner, and principal at SageOak Financial, LLC, a SEC Registered Investment Advisor, fee-only financial services firm. Our mission is to help our clients enjoy true financial peace though every season of life. Our services are rooted in timeless biblical wisdom and truth, backed up by decades of research in the field of financial science.Whether you are just starting out in the spring of life or you are in the wintertime enjoying your retirement years, we tailor financial solutions for you with the goal of getting your financial house in order. We deliver these solutions to individuals, families, small businesses, and non-profits in areas such as; financial planning, investment management, tax reduction strategies, retirement income, insurance, 401k/403bIRA plans and rollovers, and estate planning. We promise to be good stewards of your precious resources by working hard to find and implement the best solutions, strategies, and plans to help you achieve your financial goals.

Employment & Regulatory History

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Office Location

SageOak Financial, LLC

6964 S 69th East Ave

Tulsa, OK 74133-1738

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