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Investing For Generations

Successful investment planning is a lifetime process. It begins when you're just starting out and finding ways to save with careful budgeting. Planning continues as you accumulate assets, purchase a home and have children. Upon reaching retirement, managing retirement income and planning for a lasting legacy may become your more primary concerns.

For over 60 years, The Blumenthal Harlin Financial Group of Wells Fargo Advisors, has helped individuals and families across all of life's stages plan for the future by prudently managing their investments today.

The Blumenthal Harlin Financial Group

The Blumenthal - Harlin Financial Group


Photo from left to right:

Lyn James - Senior Registered Client Associate

Teresa Wiggins - Senior Registered Client Associate

Jeff Blumenthal - Managing Director - Investments

Peter Harlin - Senior Vice President - Investments

Jerika Rosenquist - Client Associate

Robin Rush - First Vice President - Investments

Building your plan for the future is an exciting opportunity but can be a challenge with so many demands on your time and attention. We work with you to establish your plan that helps answer many questions that come up, including:

  • How can a disciplined budget help me plan?

  • What are the options for paying off my student loans?

  • How can I save for multiple goals? A new car? A home?

  • How do I manage my finances when getting married or living together?

  • When should I start saving for retirement?

We continue the investment planning process up to and throughout retirement to help preserve and manage your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including.

  • How do I establish my budget now that I have stopped working?

  • How often should I review and adjust my investment/income plan?

  • Are there ways to boost my retirement income?

  • What investments are available to help minimize my taxes?

  • What are my investment needs in retirement?

  • How have my estate plan and charitable gifting plans changed?




Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice.

Balancing all of the demands on your time and attention can be a challenge. With many important financial goals on the horizon we provide trusted advice and guidance for many questions that come up, including:

  • How can I control my budget as my commitments increase?

  • How do I adjust my overall investment strategy?

  • What insurance coverages do I need to protect my family and my assets?

  • What are my options for caring for my elderly parents?

  • How do I save for my children’s educational expenses?


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Building your plan for the future is an exciting opportunity but can be a challenge with so many demands on your time and attention. We work with you to establish your plan that helps answer many questions that come up, including:

  • How can a disciplined budget help me plan?

  • What are the options for paying off my student loans?

  • How can I save for multiple goals? A new car? A home?

  • How do I manage my finances when getting married or living together?

  • When should I start saving for retirement?

We continue the investment planning process up to and throughout retirement to help preserve and manage your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including.

  • How do I establish my budget now that I have stopped working?

  • How often should I review and adjust my investment/income plan?

  • Are there ways to boost my retirement income?

  • What investments are available to help minimize my taxes?

  • What are my investment needs in retirement?

  • How have my estate plan and charitable gifting plans changed?




Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice.

Balancing all of the demands on your time and attention can be a challenge. With many important financial goals on the horizon we provide trusted advice and guidance for many questions that come up, including:

  • How can I control my budget as my commitments increase?

  • How do I adjust my overall investment strategy?

  • What insurance coverages do I need to protect my family and my assets?

  • What are my options for caring for my elderly parents?

  • How do I save for my children’s educational expenses?


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Designations & Accolades




Forbes Best-In-State Wealth Management Teams - 2024 & 2025

For the second year in a row The Blumenthal-Harlin Financial Group of Wells Fargo Advisors has been named as a 2025 Forbes Best-In-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View Award Disclosures



Wells Fargo Advisors Platinum Council Advisor

Jeff has been a Platinum Council Advisor each year from 1997 through 2024. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

BARRON'S Top 1,000 Financial Advisors Award - 2009, 2010, 2011, 2012, 2013

Jeff was recognized by Barron's as one of the Top 1,000 Financial Advisors in the United States in 2009 - 2013. 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012 (Source Barrons.com). 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011. 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010. 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009. 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008. View Award Disclosures

 

BARRON'S Top 1,200 Financial Advisors - 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025

In 2014 Barron's changed their rankings and Jeff was recognized by Barron's as one of the Top 1,200 Financial Advisors in the United States in 2014-2025.  2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022.  2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. 2014 Barron’s Top 1,200 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013. View Award Disclosures


Forbes Best-In-State Wealth Advisors 2021 - 2024

Jeff Blumenthal was selected among Forbes Best-In-State Wealth advisors in Oklahoma for 2021, 2022, 2023 and 2024. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20.  View Award Disclosires



Wells Fargo Advisors Platinum Council Client Associate

Our entire team is dedicated to delivering client service excellence. In particular Lyn James has been named a Wells Fargo Advisors Platinum Council Client Associate each year from 2013, 2014, 2015, 2016, 2017 and 2018. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.


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