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FUTURE U FINANCIAL INC.
Future U Financial, Inc. is a Registered Investment Advisory firm registered with the State of Oklahoma. It is an advice-only financial planning firm that...
Overview
Future U Financial, Inc. is a Registered Investment Advisory firm registered with the State of Oklahoma. It is an advice-only financial planning firm that does not sell investment products, place trades, or charge commissions. Clients keep control of their accounts while receiving unbiased guidance, monitoring, and education. Pricing is transparent and flat-fee (hourly, subscription, or project-based) with no AUM charges.
General information
Firm type
RIA
Year founded
2020
Location
Country
United States
City
Tulsa
Principals
Josh Herlan — CEO & Founder
Josh Herlan — Founder; Registered Investment Advisor in Oklahoma (CRD 5422990)
Frequently asked questions
Are there any known investments or portfolio companies associated with FUTURE U FINANCIAL INC.?
No public records detail any investments, holdings, or portfolio companies for FUTURE U FINANCIAL INC. The firm has not appeared in deal databases or press releases.
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