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Banc Oklahoma Investment Center is a Enid, OK-based company in the Financial Services sector.
Lindale State Bank is a Lindale, TX-based company in the Financial Services sector.
Southwest Bancorp (Southwest) is the bank holding company for the Stillwater National Bank and Trust Company (Stillwater National) and Bank of Kansas. Through its subsidiaries, Southwest offers commercial and consumer lending, deposit services. Southwest has developed Internet banking services, called SNB DirectBanker, for consumer and commercial customers, a highly automated lockbox, document imaging, and information service for commercial customers called SNB Digital Lockbox, and deposit products that automatically sweep excess funds from commercial demand deposit accounts and invest them in interest bearing funds (Sweep Agreements). Southwest has six segments: Oklahoma Banking, Texas Banking, Kansas Banking, Out of Market, loans originated for sale in the secondary market (Secondary Market) and Other Operations. Portfolio loans are allocated based upon the state of the borrower or the location of the real estate in the case of real estate loans.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
First Federal Savings Bank of Wisconsin is a Waukesha, WI-based company in the Financial Services sector.