Doug McIver

Investment Executive



Doug has been serving the financial needs of professionals and families for nearly ten years. After getting to know client's goals, investment objectives, and risk tolerance, Doug works closely with his clients to develop a customized financial plan to meet their financial needs. He received his Master of Business Administration from Northeastern State University and a bachelor's degree in electrical engineering from Kansas State University. Doug holds his Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNERTM professional. He is also licensed to sell Accident & Health Insurance and Life Insurance. Doug and his wife, Jennifer, have two children, Josie and Ryan. They are members of St. Luke’s Episcopal Church in Bartlesville.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.