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portrait of Kevin Florer
FINANCIAL ADVISOR

Kevin Florer

CEPA®, AAMS™
900 East Prospect Ave Ste 900, Ponca City, OK 74601opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Kevin

I became an Edward Jones financial advisor because of a family member who is also a financial advisor with Edward Jones. I had seen firsthand how he was able to help his family, friends and members of his community achieve their financial goals and enrich their lives. Also, I had always admired how working for Edward Jones had enriched his own personal life.

In 2018, I had the opportunity to move my practice and my family to Ponca City. It has been one of the best decisions of my life, as it provided me the opportunity to work and live in...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of PhoenixMasters
  • Northeastern State UniversityBachelors

Personal Interests

  • Fishing
  • Golfing
  • Martial Arts
  • Pets
  • Spending Time with Family

Team Members

  • Lorie Jackson
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(580) 718-9013

Fax

(855) 677-2281

Office Address

900 East Prospect Ave Ste 900
Ponca City, OK 74601opens in a new window

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