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Steven Tamplen, Financial Advisor

FINANCIAL ADVISOR
Steven Tamplen

AAMS™
467 S Wilson St, Vinita, OK 74301opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans

About Steven

After spending eight years in the U.S. Marines, I knew that I wasn't finished serving. After graduating from Oklahoma State University I set out to find a career that would impact people's lives for the good. In 2017 I found a home with Edward Jones when they asked me to build relationships and serve people.

As a financial advisor and an Accredited Asset Management Specialist™*, my passion is to help clients understand the principles of how money works and how it can be managed to help you reach your goals in life. I want to know what is most important to...

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Community Outreach
  • Golfing
  • Motorcycles
  • Vintage Cars

Team Members

  • Brian Washam
    Sr. Branch Office Administrator
  • Kara Crafton
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(918) 256-6474

Fax

(877) 904-3507

Office Address

467 S Wilson St
Vinita, OK 74301opens in a new window

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