Wealth Management | TTCU Federal Credit Union
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Wealth Management

 

Regent Financial Services

Regent Financial Services offers members of TTCU Federal Credit Union access to an assortment of quality, non-proprietary investment choices through LPL Financial. At Regent Financial Services, we are educators, financial planners, investment managers and consultants.

Members seek our services when they would like professional assistance to manage their own portfolios, but don’t have the time. Our guiding philosophy is based on the principle that understanding your current financial situation is the key to making prudent decisions, that will impact your financial future.

 

Regent Financial Services

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firm on FINRA’s BrokerCheck

Jason F. Sauer



Jason F. Sauer

Financial Advisor

918-749-8828 Ext. 5406
918-254-5501 (fax)

Jason@RegentFS.com

David Bogle



David Bogle

Investment Consultant

918-749-8828 Ext. 2715
918-743-5345 (fax)

David@RegentFS.com

  • 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
  • Retirement Planning
  • 401(k)/403(b) Transition Assistance
  • IRAs
  • Mutual Funds
  • Tax Advantaged Investments
  • Annuities
  • Stocks/Bonds
  • Estate Planning
  • College Savings Plans

Securities offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Advisory services offered through Drawbridge Capital, LLC, A Registered Investment Advisor and wholly owned subsidiary of Regent Financial Services. Drawbridge Capital, Regent Financial Services and TTCU are separate entities from and not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured TTCU Federal Credit Union (TTCU) deposits and are not NCUA insured. These products are not obligations of TTCU and are not endorsed, recommended or guaranteed by TTCU 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. Regent Financial Services and TTCU are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA and WI.