# FUTURE U FINANCIAL INC.

FUTURE U FINANCIAL INC. is a RIA based in Tulsa, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tulsa, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://futureufinancial.com
- **LinkedIn:** https://www.linkedin.com/company/future-u-financial-inc

## Regulatory record

- **CRD number:** 309468
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309468

## About

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.

## People

- Josh Herlan — CEO & Founder
- Josh Herlan — Founder; Registered Investment Advisor in Oklahoma (CRD 5422990)

## 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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Last updated: 2026-08-11T15:06:49.768Z

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