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R. Brad Knowles, MBA, CBFA

Managing Director, Argent Retirement Plan Advisors

Certified Behavioral Finance Analyst
MBA (Finance), University of Oklahoma
B.S. (Finance), University of Oklahoma

Brad started in the financial services business in 2001. The team currently manages $1.4b in employer sponsored retirement plans assets for 62 clients. Brad’s team manages $965m for 25 clients. This practice started on the idea of mitigating risk to improve outcomes. This has led to what we now call the 3 R’s:

Results – Get all participants to their income goal. Income replacement targets should be a range that is based on numerous factors, not a finite number.

Reliability – Achieve the income goal with a high degree of certainty. The success of a plan should be determined by the ability to get more participants to reach their goals. This is possible when you consider the right approach.

Risk – Align the investment strategy with participants’ loss aversion and behavior. Select investments that will help overcome inherent biases that obscure our judgment and lead us to make poor investment decisions.

In April 2014, Brad merged his retirement plan advisory firm, RBK Capital, LLC, with Heritage to form Heritage Retirement Plan Advisors. In 2016, Heritage merged with Argent to form Argent Retirement Plan Advisors, LLC. Before RBK Capital, LLC, he was the Regional Vice President for the Chicago based actuarial firm that specialized in the design and marketing of innovative qualified and non-qualified retirement plans.

Brad holds an MBA with an emphasis in finance from the University of Oklahoma. He is one of fewer than 50 advisors nationally who have earned the Certified Behavioral Finance Analysts (CBFA) designation. He is a past-President for the Downtown Club of Oklahoma City, served as Co-Chair for the 2011 & 2012 Wayman Tisdale Freshman Player of the Year Awards banquets, and serves on the City of Oklahoma City Bond Advisory Board.

Brad and wife Ericka have four boys (Reagan, Ethan, Carter & Greyson) and a daughter (Natalie). They all enjoy snow skiing and hiking in Colorado, and the many kids sporting events each season.

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Retirement Plan Consulting

Retirement Plan Consulting

Argent Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in fiduciary and investment advisory services for retirement plan sponsors.

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The Morning View: August 12, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the Consumer Price Index increased 0.6% in July and has increased 1.0% on an annual basis, both more than expected. During the month, prices for Gasoline and Transportation...

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The Morning View: August 7, 2020

The Morning View: August 7, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, the economy added 1,763,000 jobs in July, more than expected. The Leisure & Hospitality and Retail Trade industries were strong, while the Information Services and Mining &...

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