Broker Check

Tulsa Office

7335 South Lewis Ave

Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101

Mesa, AZ 85215



R. Shane Fidler

LPL Registered Principal

(918) 523-0023

Shane has been helping clients pursue independence for more than 20 years. (Click on name for full bio)

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Pete Smith

LPL Registered Principal


Pete has been in the financial services industry since 1980. He attended Northeastern State University where he played collegiate football and later attended the University of Oklahoma. Pete holds his Series 7, 24, 63 & 65 through LPL...
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John Greenway

Wealth Strategist-Partner, CIMA,CEPA


John Greenway has 27 years in the financial services industry. John has served in multiple positions including financial advisor, branch manager, Regional Manager, Divisional Manager, and Regional Vice-President. The breadth and...

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Lorn Lyman

LPL Wealth Advisor-Partner



Lorn arrived in Tulsa in the fall of 1981 as the Oklahoma Area Manager for Fox Photo Corp and served four years in that position. He gained invaluable experience in building businesses, management of personnel and most...

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Jennifer Dunn, CRPC®

LPL Registered Administrative Assistant



Jennifer joined the Fidler Wealth Management team in 2013. She received her Bachelor of Business Administration in Finance from Northeastern State University. Jennifer currently holds her Series 7 & 66 registrations with LPL Financial,...

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