Compass Pointe Financial

Bivin & Associates, Inc., now a part of Mercer Advisors, is a full-service wealth management firm located in Ponca City, OK. With extensive expertise in managing clients' wealth, they offer customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services, providing comprehensive solutions for all aspects of their clients' financial lives. As investment adviser representatives of Mercer Global Advisors Inc., Bivin & Associates, Inc. combines their robust offerings with the resources and services of Mercer Advisors, enhancing the overall client experience. With a focus on helping individuals and businesses achieve economic freedom, they provide expert guidance and solutions to navigate the complexities of wealth management.Generated from the website

Buellesfeld Financial Services Inc., led by President J. P. Buellesfeld, provides expert financial advice with over 33 years of experience. Their services include guidance on ETFs, individual stocks, mutual funds, and comprehensive income tax return preparation for both federal and state filings. In addition to personal income tax preparation, the firm offers corporate fiduciary and partnership services, ensuring a holistic approach to clients' financial needs. Buellesfeld Financial Services is dedicated to integrity, service, and meeting the diverse investment requirements of their clientele. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.