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Our financial advice team


Mike Purzner, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Mike Purzner

CKA®

Financial Advisor

Certified Kingdom Advisor
Latitude Wealth Advisory
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 15 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Charitable Giving
  • Retirement Planning Strategies

Qualifications

  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Arts, Finance and Business Administration,NSU, Broken Arrow, Oklahoma

Awards & recognition

  • Latitude Wealth Advisory, Ameriprise Client Experience Award, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I am regularly involved with Junior Achievement and the many different programs they offer to local students of all ages.

I support and volunteer at local charities including:

Interests

I enjoy spending time with my nieces and nephews, watching sports, playing with my dog and reading.