Barbara Caknupp

Receptionist at Exencial Wealth Advisors - Oklahoma City, OK, US

Barbara Caknupp's Colleagues at Exencial Wealth Advisors
Courtney Turner

Accountant

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David Bortins

Intern

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Erin Layton

Relationship Manager

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Chris Meeks

Senior Tax Manager

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Caleb Stinson

Operations Team Member

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Kristin Carlton

Partner - Senior Wealth Advisor

Contact Kristin Carlton

Ami Black

Trader/ Portfolio Analyst

Contact Ami Black

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Barbara Caknupp's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Company
Exencial Wealth Advisors
Barbara Caknupp's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
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Frequently Asked Questions about Barbara Caknupp
Barbara Caknupp currently works for Exencial Wealth Advisors.
Barbara Caknupp's role at Exencial Wealth Advisors is Receptionist.
Barbara Caknupp's email address is ***@exencialwealth.com. To view Barbara Caknupp's full email address, please signup to ConnectPlex.
Barbara Caknupp works in the Financial Services industry.
Barbara Caknupp's colleagues at Exencial Wealth Advisors are Courtney Turner, David Bortins, Erin Layton, Chris Meeks, Caleb Stinson, Kristin Carlton, Ami Black and others.
Barbara Caknupp's phone number is ["2104218111"]
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