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What our Independence Means to You

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

An independent firm, First Gunn Financial Group is powered by LPL Financial, the nation’s largest independent broker/dealer.*

  • LPL Financial has no proprietary products to sell or biased research, which are conflicts of interest often found at brokerage firms or banks.
  • LPL Financial provides First Gunn Financial with a comprehensive collection of tools, resources and technology that we use to provide objective investment advice.

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 typically only found in smaller boutique firms.

*As reported by Financial Planning magazine, June 1996 - 2019, based on total revenue.

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 us, and become familiar with the knowledge and experience behind the services we provide.

Matt E. Streeter, CFP®

Wealth Advisor

(405) 624-0330

matt.streeter@lpl.com

A Special Poem from my Grandmother:

Friendship is ---  Three spoonsful of happiness, One cup of care, A pound of fresh laughter, A pinch of good cheer

Stirred well with compassion,  And ready to share.  by, Pauline Lane Streeter (†)

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Dana Ferguson

LPL Registered Administrative Associate

(405) 624-0330

dana.ferguson@lpl.com

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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Our History:

First Gunn Financial Group was founded by Dr. James A. Gunn Jr. in the 1970’s as a single advisor firm. We have been associated with LPL Financial dating back to 1995 when Jim associated with LPL Financial as an Investment Advisor Representative. Our firm has served the Stillwater community and evolved along the way as the needs and environment of financial advice has changed. Our association with LPL Financial has provided us a platform to operate as fee based fiduciary advisors for our clients well before this was common in our industry. We believe so deeply in not selling products to our clients but instead coming alongside them to provide advisory services for a flat fee. We do accommodate clients that prefer the brokerage side of our business when requested and assist them with the same passion and efforts in seeing them seek to reach their goals.

Matt Streeter, a Certified Financial Planner™ professional, Wealth Advisor joined First Gunn Financial Group in 2016 as a partner and completed Dr. Gunn’s succession plan goal in 2019, which was 2 years ahead of schedule.

About our Founder:

James A. Gunn Jr.

Jim Retired at the end of 2019, and he still loves to come into the office regularly and bring his beautiful dog Sugar in for a visit. We hope you catch him when you are in next, because he would love to say hi and see you.

Jim specialized in retirement and estate planning and believed 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 State University, he left academia in 1970 to become an investment advisor representative, focusing on life insurance and estate planning. In 1995, Jim became a dedicated investment advisor representative and joined LPL Financial.

Jim earned a Bachelor of Science degree in Accounting, a Master of Business Administration and a Ph.D. in Business Administration, all from the University of Arkansas. After receiving his doctorate, he added CPA to his list of qualifications. He was a lifetime qualifier of the Million Dollar Round Table, an international organization of life insurance and financial services professionals with exceptional industry knowledge, excellent client service, and a strict code of ethics. Jim believed it was important to never recommend an investment strategy that he hadn’t vetted himself.

Jim lives in Stillwater with his wife and is the proud father of two daughters and the grandfather of five. He plans to move into a Villa at Legacy Village when it opens in 2020.



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.