Municipal Finance Services, Inc. serves exclusively as Financial Advisor for communities, public school districts, colleges and universities, state agencies and other governmental entities throughout the State of Oklahoma. We do not underwrite municipal bonds; consequently, we consistently evaluate funding options for our clients in an objective and independent manner without regard to any pressures imposed from trading or selling departments within an investment banking firm. We practice solely in the State of Oklahoma and are registered as an Investment Advisor with the Oklahoma Department of Securities and the Municipal Securities Rulemaking Board ("MSRB").

 

Since its inception in 1990, we have completed bond/loan transactions for state, county and local governmental entities. We offer stability in our organization and personnel. See firm brochure (Form ADV Part 2A and Form ADV Part 2B).

 

Personnel

Municipal Finance Services is registered with the State of Oklahoma Department of Securities and the Municipal Securities Rulemaking Board ("MSRB") as an Investment Adviser with Rick Smith, Jon Wolff, Ben Oglesby and Chris Wolff registered as Investment Adviser Representatives and Municipal Advisors.  We are listed in The Bond Buyer's Municipal Marketplace (the "Red Book"), a national registry of underwriters and municipal consultants.

Services
  • Traditional Financial Advisory Services

  • Development of Capital Debt Plans

  • Assistance in Preparing Loan & Grant Applications for State & Federal Programs

  • Feasibility Studies - Economic Viability of Single or Multiple Projects

  • Guidance on Developing & Implementing Public Information Campaigns for Bond Elections

  • Utility Rate Studies

 

Connect with Us

WE ARE HERE TO HELP YOU WITH ALL YOUR CAPITAL FINANCING NEEDS

 

TEL:

405 340 1727

FAX:

405 340 3607

MAILING ADDRESS:

P.O. Box 747

Edmond, OK 73083-0747

 

PHYSICAL ADDRESS:

3933 E Covell Road

Edmond, OK 73034

 

 

 

Experience

Municipal Finance Services has served as Financial Advisor on various types of financing plans, including Oklahoma Water Resources Board Loans, Statewide Revolving Fund Loans, Farmers Home Administration Loans, Private Placements, Revenue Bonds and General Obligation Bonds. One of the strengths Municipal Finance Services brings to a client is our familiarity and clear understanding of the advantages and disadvantages of financing vehicles in order to assist a client in selecting the most viable approach. We do not hold funds on behalf of our clients and do not manage assets of our clients.

 

 

Organization