F.I.G. Financial Advisory Services, Inc. is a Registered Investment Adviser providing professional asset management and financial services to clients. Rick Jurrens, CFP®, founder of the firm, began his career in the financial services industry in 1975. In 1983 he launched F.I.G. Financial Advisory Services, Inc. based in Oklahoma City. Rick sought to create a company that did not seek to simply sell a product, but rather deliver quality advice and services to its clientele and establish lifelong relationships. F.I.G. was founded on the belief that financial planning is an ongoing process, constantly evolving based on each individual client’s current and long-term needs.
Since being founded in 1983, F.I.G. has maintained its independence. This means, no company tells us what to sell our clients. We sit down with each client personally and find out what is best for their unique situation. We do not receive any outside compensation or commissions for our investment management assets. Even 12B-1 fees that are normally paid to advisors are credited back to our clients. This allows our interests to be greatly aligned with those of our clients. Even though we are predominantly fee-based, F.I.G. does receive commissions for insurance products, however it is a minimal part of our revenue. We only use these products when it is the necessary and the absolute, best solution to meet a client’s goals. These types of products can become important to properly implement a financial plan.
In the financial services industry since 1975, Rick meets with clients and assists them in developing their personal financial plan. A father of four, he and his wife Jeanita enjoy traveling when possible. A history buff at heart, Rick also loves a good read with a strong cup of coffee. Rick has held the CFP® designation since 1987. He is also a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Chris handles most day-to-day operations concerning Account Services. He has been employed by F.I.G. since 2005. Chris enjoys spending all of his free time with his wife Shannon and their daughter Annie, but he will occasionally enjoy a round of Golf or reading a good book. Chris graduated from the University of Oklahoma in 2005. Chris successfully obtained his CFP® designation.
Sam is the investment analyst, trader, and IT help for the firm. His forecasts guide the asset allocation of portfolios. He has been involved with the firm since 2010, after working as a Credit Risk Analyst at another financial firm. Sam and his wife, Betsy, live in Oklahoma City. Together, they founded and manage the Jurrens Family Foundation. Sam graduated from the University of Oklahoma with a double major in International Business and Finance, along with a minor in Chinese. Sam obtained his CFA® designation in 2013 and his CFP® designation in 2014.
Plans fail for lack of counsel, but with many advisers they succeed.