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David Bogle
Investment Consultant
Serves these TTCU branches:
Midtown, Downtown,
North Pointe
918-749-8828 Ext. 2715
918-743-5345 (fax)
David Specializes In
- Retirement Planning
- 401(k)/403(b) Transition Assistance
- IRAs
- Mutual Funds
- Tax Advantaged Investments
- Annuities
- Stocks/Bonds
- Estate Planning
- College Savings Plans
Will Riedel, RFC®
Financial Advisor
Serves these TTCU branches:
Southeast, Broken Arrow North, Bixby, Riverside, Jenks, Sapulpa & Sand Springs
918-749-8828 Ext. 5406
918-254-5501 (fax)
Will Specializes In
- Retirement Planning
- 401(k) / 403(b) Transition Assistance
- IRAs
- Mutual Funds
- Tax Advantaged Investments
- Annuities
- Stock/Bonds
- Estate Planning
- College Savings Plans
- Financial Planning
- Life/Long-term Care Insurance
- Advisory Services
Doug Garone, RFC®
Financial Advisor
Serves these TTCU branches:
OKC Metro:
Quail Springs and Edmond
918-749-8828 Ext. 9520
405-900-5424 (fax)
Doug Specializes In
- Retirement Planning
- 401(k) / 403(b) Transition Assistance
- IRAs
- Mutual Funds
- Tax Advantaged Investments
- Annuities
- Stock/Bonds
- Estate Planning
- College Savings Plans
- Financial Planning
- Life/Long-term Care Insurance
- Advisory Services
Jason Duck
Financial Advisor
Serves these TTCU branches:
Owasso, Eastland, Broken Arrow South, Claremore, Miami, Muskogee & Tahlequah
918-749-8828 Ext. 5214
918-274-1874 (fax)
Jason Specializes In
- Retirement Planning
- 401(k) / 403(b) Transition Assistance
- IRAs
- Mutual Funds
- Tax Advantaged Investments
- Annuities
- Stock/Bonds
- Estate Planning
- College Savings Plans
- Financial Planning
- Life/Long-term Care Insurance
- Advisory Services
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Investment advice offered through Drawbridge Capital, LLC, a Registered Investment Advisor and separate entity from LPL Financial. TTCU Federal Credit Union and Regent Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Regent Financial Services, and may also be employees of TTCU Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and affiliates of, TTCU Federal Credit Union or Regent Financial Services. Securities and insurance offered through LPL or its affiliates are not insured TTCU Federal Credit Union deposits and are not NCUA insured. These products are not obligations of TTCU Federal Credit Union and are not endorsed, recommended or guaranteed by TTCU Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.