Financial Management, Inc.
Home Our Team Our Services Our History Tools FMI Blog
Schedule An Appointment With An Advisor Contact Us
HomeOur TeamOur ServicesOur HistoryToolsFMI Blog
Financial Management, Inc.
Schedule An Appointment With An AdvisorContact Us

 

FMI & Lighthouse Wellness Luncheon Survey *
Attending the Wellness Luncheon was "time well spent".
Learning about Mental Health is important to me.
Learning about Physical Health is important to me.
Learning about Financial Health is important to me.
If FMI or Lighthouse Behavioral Wellness were to host another luncheon, I would make time to attend.
I have friends or relatives that I feel could benefit from establishing a relationship with FMI or Lighthouse Behavioral Wellness.
I would recommend Lighthouse Behavioral Wellness to my friends and/or family.
I would recommend FMI to my friends and/or family.
What part of the Wellness Luncheon was most beneficial to you? *
In the next 6 months, I intend to schedule an appointment with a professional to evaluate my mental, physical, and/or financial health. *
How applicable were the results you received from the Biometric Screening? *
In the next 6 months, I would like to complete another Biometric Screening to measure my progress. *
Thank you!
SCHEDULE AN APPOINTMENT WITH AN ADVISOR

LISTEN FIRST | BUILD WEALTH | SECURE FUTURES

FMI is an SEC registered investment advisor located in Ardmore, OK.  FMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which FMI maintains clients.  FMI may only transact business in those states in which it registered or qualifies for an exemption or exclusion from registration requirements.

Past Performance Does Not Guarantee Future Performance
Past performance of benchmark indexes, mutual funds, actual portfolios, or composites of actual portfolios does not guarantee future results. No assurances or guarantees can be given or implied concerning future investment results for Financial Management Inc. (FMI) or any investment index. Future returns may differ significantly from the past due to materially different economic and market conditions. Investments within portfolios, and therefore, portfolios, involve risk and the possibility of loss, including a permanent loss of principal.

 
Form CRS
DOL Disclosure
Financial Management, Inc.
130 D Street Northwest,
Ardmore, OK, 73401,
United States
580-226-4058
Hours
Mon 8:30am - 12:00pm , 1:00pm - 4:30pm
Tue 8:30am - 12:00pm , 1:00pm - 4:30pm
Wed 8:30am - 12:00pm , 1:00pm - 4:30pm
Thu 8:30am - 12:00pm , 1:00pm - 4:30pm
Fri 8:30am - 12:00pm , 1:00pm - 4:30pm
Sat Closed
Sun Closed

Financial Management, Inc. | 130 D Street NW | Ardmore, OK 73401 | (580) 226-4058 | info@fmiardmore.com