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Main Office Numbers
Investment Portfolio Accounting
IRRM & BSM Software Support
Software Sales
Private Client Group
Office Addresses
| Main Office Numbers |
| Email |
Direct
Local |
Toll Free |
Direct
Fax |
|
| Oklahoma City |
405-415-7200 |
800-937-2257 |
405-415-7392
|
|
| Austin |
512-320-0301 |
888-480-0301 |
512-320-1591 |
|
| Indianapolis |
317-567-0016 |
877-406-0016 |
317-567-0018 |
|
| Salt Lake City |
801-256-2155 |
800-288-9411 |
801-256-2157 |
|
| Springfield |
217-241-0835 |
888-333-7704 |
217-241-0838 |
|
|
| Investment Portfolio Accounting |
| Email |
Direct
Local |
Toll Free |
Direct
Fax |
|
| Janice Von
Holten |
405-415-7227 |
800-963-5639 |
405-415-7198 |
|
| Ann
Nickell |
405-415-7223 |
800-962-8043 |
405-415-7198 |
|
| Christi
Jaques |
405-415-7258 |
800-963-9263 |
405-415-7198 |
|
| Missy
Rust |
405-415-7238 |
800-958-2474 |
405-415-7198 |
|
|
| IRRM & BSM Software Support |
| Email |
Direct
Local |
Toll Free |
Direct
Fax |
|
| Julie Miller |
405-415-7214 |
800-832-0630 |
405-415-7198 |
|
| Kyley Reger |
405-415-7267 |
800-832-0630 |
405-415-7198 |
|
| Valle McGinnis |
405-415-7259 |
800-832-0630 |
405-415-7198 |
|
|
| Software Sales |
| Email |
Direct
Local |
Toll Free |
Direct
Fax |
|
| Rob Northwood |
405-415-7211 |
800-964-7628 |
405-415-7311 |
|
|
Private Client Group |
| Email |
Direct
Local |
Toll Free |
Direct
Fax |
|
| Carl Holliday |
405-415-7210 |
877-270-2063 |
405-415-7310 |
|
| Todd Owens, CFA |
405-415-7200 |
800-937-2257 |
405-415-7392 |
|
|
|
|
Oklahoma City Office
1601 NW Expressway
20th Floor
Oklahoma City, OK 73118
405-415-7200 or
1-800-937-2257
|
Austin Office
1700 Rio Grande Street
Suite 120
Austin, TX 78701
512-320-0307 or
1-888-486-0301
|
Indianapolis Office
6666 East 75th Street
Suite 250
Indianapolis, IN 46250
317-595-6810 or
1-800-595-6810
|
Salt Lake City Office
2975 West Executive Parkway
Suite #139
Lehi, UT 84043
801-990-1701 or
1-800-288-9411
|
Springfield Office
901 Community Drive
Springfield, Illinois 62703
217-241-0835 or
1-888-333-7705
|
Member: National Association of Securities Dealers
and Securities Investor Protection Corporation
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