Financial Management, Inc.
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Financial Management, Inc.
Schedule An Appointment With An AdvisorContact Us
LUNCHEON WITH SUSAN SHIELDS - SURVEY
I feel the topic of the luncheon was appropriate.
I think the venue was a nice place to hold the Lunch & Learn
I think these events are convenient to attend when held during the lunch hour.
I enjoyed the food at the Lunch & Learn.
I would attend future FMI Lunch & Learn events.

Thank you for filling out our survey. We are continuously trying to better our events and your input is very appreciated!

 


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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