Rick Silman
Broken Arrow, OK
Verified Identity
Financial Advisor at
Edward Jones
Years of Experience
3 years
Average Client Size
$500,000
Member Since
2024
Allow Me to Introduce Myself
My journey as a financial advisor began after the passing of my father. It was in the moment of caring for my mother that we met with our family's financial advisor, and I discovered the importance of having a financial advocate to navigate through times of uncertainty.
I was raised in Edmond, Okla...
Clientele
Retirees
Business Owners
Surviving Spouses
Corporate Executives
Services Provided
Retirement Planning
Tax Planning
Estate Planning Strategies
Investment Planning
Specialties and Expertise
Retirement Income
Tax Minimization Inv...
High Net Worth Planning
Portfolio Construction
Cash Flow Analysis
Credentials and Designations
Master of Business Administration
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Series 7 - General Securities Representative Exam
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
AUM
Education
University of Oklahoma – Norman, Oklahoma
Master of Business Administration - Finance
Obtained in 2017
University of Oklahoma – Norman, Oklahoma
Bachelor of Business Administration - Energy Management and Finance
Obtained in 2009
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: March 4, 2025