Stephen Rimmer, Branch Manager Oklahoma City Raymond James


Meet Stephen Rimmer, Branch Manager and the managing partner of Rimmer Retirement Advisors.  He started Rimmer Retirement Advisors as an Independent Firm in 2006 so he could better serve the needs of his clients. Steve has over 25+ years of investment and financial planning experience and provides service to clients in 15 states.

He provides investment advice and financial planning services to clients in 15 states.

Steve is the branch manager for the Raymond James office and holds his General Securities Principal license. He also holds the series 65, series 7, series 63, and series 24 securities license and is a registered agent for life, health and long-term care insurance in Oklahoma.

Steve is a current member past President of the Central Oklahoma Financial Planning Association. The Financial Planning Association (FPA) mission is to promote fiduciary accountability and transparency in the financial services industry. The FPA also provides continuing education and updates on investments, taxes, estate planning as well as regulatory changes.

When he’s away from the office Steve enjoys visiting our 58 National Parks. So far he has been to 7 parks. Yellowstone is his favorite.

 

 

 

 

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