Summit Financial Group

Stifel in Tulsa is a full-service brokerage and investment banking firm offering a wide range of financial services. Their expertise includes securities brokerage, investment banking, trading, and investment advisory for individual investors, professional money managers, businesses, and municipalities. With a focus on providing comprehensive financial solutions, Stifel in Tulsa caters to a diverse client base seeking trusted and reliable financial guidance. Their services encompass a variety of investment options and financial strategies to meet the unique needs of their clients. Generated from their website's infomation

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, John Keown will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

First Trinity Financial Company First Trinity Financial Corporation ( FTFC ) is a financial holding company with its home office in Tulsa, Oklahoma. FTFC has two wholly owned subsidiaries: Trinity Life Insurance Company ( TLIC ) and First Trinity Capital Corporation ( FTCC ). FTFC successfully raised $15, 475, 000 through Private Placement and a public stock offering that was completed February 23, 2007. FTFC is currently owned by over 3700 Oklahoma residents. Since inception FTFC has dedicated itself to help stem the outflow of capital from our state by providing a broadly held Oklahoma financial services corporation offering innovative, attractive and competitive financial products and financial services. Our premium finance and life insurance subsidiaries began operations in early 2007, and shortly thereafter our country and the entire financial sector faced tremendous economic challenges and uncertainty. We have seen both the bond and stock market suffer tremendous losses along with the demise of several large financial institutions. As a result, the consumer confidence in our country's financial institutions has been shaken. However in spite of these turbulent economic times, First Trinity Financial has continued to grow. From December 31, 2007 to December 31, 2009, FTFC's assets grew from $12, 529, 238 to $49, 816, 843 an increase of $37, 287, 605 or 298%. Revenues during the same period have grown from $1, 635, 956 to $8, 542, 792 an increase of 422% while shareholder equity increased from $11, 779, 815 to $13, 250, 690 or 12.5 % To enhance our ability to meet our goals, FTFC plans to raise additional capital. In December 2009, documents were filed with the Securities and Exchange Commission and the Oklahoma Department of Securities to raise $10, 000, 000 of additional capital by selling new shares of common stock at $7.50 per share. We anticipate that this offering will become effective within the next few months.