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What our Independence Means to You

We are investment advisor representatives (IARs), directly affiliated with LPL Financial, an independent registered investment advisory firm (RIA).

Our independent business model allows us to deliver the strength, experience and resources of a large financial firm with the level of personal attention and service you deserve.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

Our Team

First Gunn Financial Group is a small, cohesive team. Most of us have worked together for many years. We invite you to get to know our team, and become familiar with the knowledge and experience behind the services we provide.

James A. Gunn, Jr.

LPL Registered Principal

(405) 624-0330

[email protected]

Jim specializes in retirement and estate planning and believes in building long-term, personal relationships with First Gunn Financial Group’s clients. A former professor of accounting at the University of Arkansas and Oklahoma...

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Matt E. Streeter, CFP®

LPL Registered Administrative Associate

(405) 624-0330

[email protected]

A graduate of Oklahoma State University and a CERTIFIED FINANCIAL PLANNER™ professional, Matt Streeter is passionate about developing lasting relationships with First Gunn Financial clients. Matt joined First Gunn Financial in...

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Dana Ferguson

LPL Registered Administrative Associate

(405) 624-0330

[email protected]

Dana joined First Gunn Financial Group in 1998. She plays a key role in setting up and servicing accounts, executing trades and helping the team prepare for client meetings. She holds Series 6, 7 and 63 registrations with LPL Financial...

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