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Getting Started
We enthusiastically welcome the opportunity to serve your investment needs. The selection of your professional financial advisors is among the most important decisions that people face. We realize that clients have diverse preferences and virtually unlimited choices. We recommend you give us a call or send us an e-mail to schedule a mutually convenient time to discuss your situation and give you a chance to ask us questions. We offer one complimentary appointment to allow a free flowing discussion of your objectives and our services. Our intention is to offer you a no pressure opportunity to evaluate our ability to serve your needs.

Our Locations

ChartMark Investments, Inc. - Tulsa, OK & Surrounding Area
Toll free: (877) 839-2396
Local: (918) 477-7685
Fax: (918) 477-9124
2200 S. Utica Place, Suite 525
Tulsa, OK 74114
Mobile:  918-629-2971

Our Contacts

Meg E. Gentry MBA, QPFC
meg@chartmark.com

E.J. Smith CPA™
ej@chartmark.com 

Mark S. Smith
mark@chartmark.com 

John A. Clerico MS
john@chartmark.com 

 
 

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This site has been published for residents of the United States. The site has been prepared for informational purposes only. It is not an offer or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy. ChartMark Investments is a Registered Investment Advisor in the states of Oklahoma, Louisiana and Texas. If you are not a resident of one of these three states we will not be able to share investment advice and related services with you at this time. Should you desire information on ways in which our company may help you with your financial service interests please feel free to contact us. We may be able to become registered in your state or qualify for a de minimis exemption at which time we would be able to further discuss how our services may meet your needs.



This communication is strictly intended for individuals residing in the state(s) of LA, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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