About/LPL/Team

What our Independence Means to You

We are investment advisor representatives (IARs), associated with LPL Financial, an independent registered investment advisory firm (RIA).

An independent firm, Streeter Financial Group is powered by LPL Financial, the nation’s largest independent broker/dealer*.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Our independent business model allows us to deliver the strength, experience and resources of a large financial firm with the level of personal attention and service typically only found in smaller boutique firms.

Our Team

Streeter Financial Group is a small, cohesive team. Most of us have worked together for many years. We invite you to get to know us, and become familiar with the knowledge and experience behind the services we provide.

Matt E. Streeter, CFP^®

Wealth Advisor

(405) 624-0330

matt.streeter@lpl.com

A Special Poem from my Grandmother:

Friendship is --- Three spoonsful of happiness, One cup of care, A pound of fresh laughter, A pinch of good cheer

Stirred well with compassion, And ready to share. by, Pauline Lane Streeter (†)

Glenna Cramer

Office Assistant

Beth Streeter

Office Assistant

Her favorite bible verse is ""For my thoughts are not your thoughts, neither are your ways my ways,” declares the Lord.” Isaiah 55:8.

Our History:

Streeter Financial Group (formerly First Gunn Financial Group) was founded by Dr. James A. Gunn Jr. in the 1970’s as a single advisor firm. Our advisors have been associated with LPL Financial dating back to 1996 when Jim was affiliated with LPL Financial as an Investment Advisor Representative. Our firm has served the Stillwater community and evolved along the way as the needs and environment of financial advice has changed. Our relationship with LPL Financial has provided us a platform to operate as fee based advisors for our clients well before this was common in our industry. We believe so deeply in not selling products to our clients but instead coming alongside them to provide advisory services for a flat fee. We do accommodate clients that prefer the brokerage side of our business when requested and assist them with the same passion and efforts in seeing them seek to reach their goals.

Matt Streeter, a Certified Financial Planner™ professional and Wealth Advisor joined in 2016 as a partner and completed Dr. Gunn’s succession plan goal in 2019, which was 2 years ahead of schedule.

We changed our name to Streeter Financial Group January 2024.

About our Founder:

Dr. James A. Gunn Jr.†

Jim passed May 2023

Jim Retired at the end of 2019, and he loved to come into the office regularly and bring his beautiful dog Sugar in for a visit. He had always hoped to see you to say hi and catch up.

Jim specialized in retirement and estate planning and believed in building long-term, personal relationships with clients. A former professor of accounting at the University of Arkansas and Oklahoma State University, he left academia in 1970 to become an investment advisor representative, focusing on life insurance and estate planning.

Jim earned a Bachelor of Science degree in Accounting, a Master of Business Administration and a Ph.D. in Business Administration, all from the University of Arkansas. After receiving his doctorate, he added CPA to his list of qualifications. He was a lifetime qualifier of the Million Dollar Round Table, an international organization of life insurance and financial services professionals with exceptional industry knowledge, excellent client service, and a strict code of ethics. Jim believed it was important to never recommend an investment strategy that he hadn’t vetted himself.

Jim lived in Stillwater with his wife and is the proud father of two daughters and the grandfather of five.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.