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INVESTING FOR GENERATIONS

Successful investment planning is a lifetime process. It begins when you're just
starting out and finding ways to save with careful budgeting. Planning continues
as you accumulate assets, purchase a home and have children. Upon reaching
retirement, managing retirement income and planning for a lasting legacy may
become your more primary concerns.

For over 60 years, The Blumenthal Harlin Financial Group of Wells Fargo
Advisors, has helped individuals and families across all of life's stages plan
for the future by prudently managing their investments today.


THE BLUMENTHAL - HARLIN FINANCIAL GROUP


Photo from left to right:

Lyn James - Senior Registered Client Associate

Teresa Wiggins - Senior Registered Client Associate

Jeff Blumenthal - Managing Director - Investments

Peter Harlin - Senior Vice President - Investments

Jerika Rosenquist - Client Associate

Robin Rush - First Vice President - Investments

 * Getting started
 * Planning for the future
 * Living in retirement


BUILDING YOUR PLAN FOR THE FUTURE IS AN EXCITING OPPORTUNITY BUT CAN BE A
CHALLENGE WITH SO MANY DEMANDS ON YOUR TIME AND ATTENTION. WE WORK WITH YOU TO
ESTABLISH YOUR PLAN THAT HELPS ANSWER MANY QUESTIONS THAT COME UP, INCLUDING:


 * HOW CAN A DISCIPLINED BUDGET HELP ME PLAN?


 * WHAT ARE THE OPTIONS FOR PAYING OFF MY STUDENT LOANS?


 * HOW CAN I SAVE FOR MULTIPLE GOALS? A NEW CAR? A HOME?


 * HOW DO I MANAGE MY FINANCES WHEN GETTING MARRIED OR LIVING TOGETHER?


 * WHEN SHOULD I START SAVING FOR RETIREMENT?


BALANCING ALL OF THE DEMANDS ON YOUR TIME AND ATTENTION CAN BE A CHALLENGE. WITH
MANY IMPORTANT FINANCIAL GOALS ON THE HORIZON WE PROVIDE TRUSTED ADVICE AND
GUIDANCE FOR MANY QUESTIONS THAT COME UP, INCLUDING:


 * HOW CAN I CONTROL MY BUDGET AS MY COMMITMENTS INCREASE?


 * HOW DO I ADJUST MY OVERALL INVESTMENT STRATEGY?


 * WHAT INSURANCE COVERAGES DO I NEED TO PROTECT MY FAMILY AND MY ASSETS?


 * WHAT ARE MY OPTIONS FOR CARING FOR MY ELDERLY PARENTS?


 * HOW DO I SAVE FOR MY CHILDREN’S EDUCATIONAL EXPENSES?


Insurance products are offered through our affiliated nonbank insurance
agencies.


WE CONTINUE THE INVESTMENT PLANNING PROCESS UP TO AND THROUGHOUT RETIREMENT TO
HELP PRESERVE AND MANAGE YOUR ASSETS TO CREATE THE INCOME YOU NEED TO ENJOY
RETIREMENT. WE CONTINUE TO WORK WITH OUR CLIENTS TO ADDRESS FINANCIAL QUESTIONS,
INCLUDING.


 * HOW DO I ESTABLISH MY BUDGET NOW THAT I HAVE STOPPED WORKING?


 * HOW OFTEN SHOULD I REVIEW AND ADJUST MY INVESTMENT/INCOME PLAN?


 * ARE THERE WAYS TO BOOST MY RETIREMENT INCOME?


 * WHAT INVESTMENTS ARE AVAILABLE TO HELP MINIMIZE MY TAXES?


 * WHAT ARE MY INVESTMENT NEEDS IN RETIREMENT?


 * HOW HAVE MY ESTATE PLAN AND CHARITABLE GIFTING PLANS CHANGED?




Insurance products are offered through nonbank insurance agency affiliates of
Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice.


DESIGNATIONS & ACCOLADES





FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAMS

The Blumenthal-Harlin Financial Group of Wells Fargo Advisors has been named as
a 2024 Forbes Best-In-State Wealth Management Team. 2024 Forbes Best-in-State
Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research
LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The
Forbes Best-in-State Wealth Management Teams rating algorithm is based on the
previous year’s industry experience, interviews, compliance records, assets
under management, revenue and other criteria by SHOOK Research, LLC. Investment
performance is not a criterion. Self-completed survey was used for rating. This
rating is not related to the quality of the investment advice and based solely
on the disclosed criteria.





WELLS FARGO ADVISORS PLATINUM COUNCIL ADVISOR

Jeff has been a Platinum Council Advisor each year from 1997 through 2024. The
Platinum Council (previously known as Premier Advisor) distinction is held by a
select group of Financial Advisors within Wells Fargo Advisors as measured by
completion of educational components, business production based on the past
year, and professionalism. Additional criteria, best practices and team
structure, may also be used to determine recipients.

 



BARRON'S TOP 1,000 FINANCIAL ADVISORS AWARD - 2009, 2010, 2011, 2012, 2013, 2014

Jeff was recognized by Barron's as one of the Top 1,000 Financial Advisors in
the United States in 2009 - 2014. 2014 Barron’s Top 1,000 Financial Advisors:
Awarded February 2014; Data Compiled by Barron's based on the time period from
Oct. 2012 - Sept. 2013 (Source: Barrons.com). 2013 Barron’s Top 1,000 Financial
Advisors: Awarded February 2013; Data Compiled by Barron's based on the time
period from Oct. 2011 - Sept. 2012 (Source: Barrons.com). 2012 Barron’s Top
1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based
on the time period from Oct. 2010 - Sept. 2011 (Source: Barrons.com). 2011
Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by
Barron's based on the time period from Oct. 2009 - Sept. 2010 (Source:
Barrons.com). 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010;
Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009
(Source: Barrons.com). 2009 Barron’s Top 1,000 Financial Advisors: Awarded
February 2009; Data Compiled by Barron's based on the time period from Oct. 2007
- Sept. 2008 (Source: Barrons.com). The Barron’s Top 1,000 Advisors ratings are
based on the previous year’s assets under management, revenue generated for the
advisors’ firms, and the quality of the advisors’ practices. Investment
performance isn’t an explicit factor because clients have varied goals and risk
tolerances. Self-completed questionnaire was used for rating. This rating is not
related to the quality of the investment advice and based solely on the
disclosed criteria.

 



BARRON'S TOP 1,200 STATE BY STATE ADVISORS - 2015, 2016, 2017, 2018, 2019, 2020,
2021, 2022, 2023, 2024

In 2015 Barron's changed their rankings and Jeff was recognized by Barron's as
one of the Top 1,200 State by State Advisors in the United States in 2015-2024.
2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data
Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023
(Source: Barrons.com). 2023 Barron’s Top 1,200 State By State Advisors: Awarded
March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 -
Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 State By State
Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period
from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 State
By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the
time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top
1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's
based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019
Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by
Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source:
Barrons.com). 2018 Barron’s Top 1,200 State By State Advisors: Awarded March
2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept.
2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 State By State Advisors:
Awarded March 2017; Data Compiled by Barron's based on the time period from Oct.
2015 - Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 State By State
Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period
from Oct. 2014 - Sept. 2015 (Source: Barrons.com). 2015 Barron’s Top 1,200 State
By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the
time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). The Barron’s Top
1,200 State By State Advisors ratings are based on the previous year’s assets
under management, revenue generated for the advisors’ firms, and the quality of
the advisors’ practices. Investment performance isn’t an explicit factor because
clients have varied goals and risk tolerances. Self-completed questionnaire was
used for rating. This rating is not related to the quality of the investment
advice and based solely on the disclosed criteria.




FORBES BEST-IN-STATE WEALTH ADVISORS

Jeff Blumenthal was selected among Forbes Best-In-State Wealth advisors in
Oklahoma for 2021, 2022 and 2023. 2023 Forbes Best-In-State Wealth Advisors:
Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period
from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth
Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the
time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes
Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK
Research LLC based on the time period from 6/30/19 - 6/30/20 (Source:
Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based
on the previous year’s industry experience, interviews, compliance records,
assets under management, revenue and other criteria by SHOOK Research, LLC.
Investment performance is not a criterion. Self-completed survey was used for
rating. This rating is not related to the quality of the investment advice and
based solely on the disclosed criteria.





WELLS FARGO ADVISORS PLATINUM COUNCIL CLIENT ASSOCIATE

Our entire team is dedicated to delivering client service excellence. In
particular Lyn James has been named a Wells Fargo Advisors Platinum
Council Client Associate each year from 2013, 2014, 2015, 2016, 2017 and 2018.
The Wells Fargo Advisors Platinum Council Client Associate (previously Premier
Client Associate) distinction is held by a select group of Registered Client
Associates within Wells Fargo Advisors nominated by their management for their
consistent display of professionalism, integrity and core leadership values.




The Blumenthal Harlin Financial Group of Wells Fargo Advisors
 * 211 N. Robinson
   Suite 1600
   Oklahoma City, OK 73102
 * 405-236-3041
   800-654-4045
   Send a Message
   

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Investment and Insurance Products are:

 * Not Insured by the FDIC or Any Federal Government Agency
 * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank
   Affiliate
 * Subject to Investment Risks, Including Possible Loss of the Principal Amount
   Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO,
CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MO, NC, NE, NH, NM, NV, NY, OH, OK,
OR, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to
individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for
informational purposes only, (ii) not and should not be construed in any manner
as an offer to participate in any investment or to buy or sell any securities or
related financial instruments, and (iii) not and should not be construed in any
manner as a public offering of any financial services, securities or related
financial instruments. Products and services listed may not be available, or may
have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells
Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,
Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &
Company.

Insurance products are offered through nonbank insurance agency affiliates of
Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media
are those of the third party and do not necessarily reflect the views of the
creator of this profile or of the firm. Social Media is intended for U.S.
residents only and subject to the following terms:
wellsfargoadvisors.com/social.



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