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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 organizing, prioritizing and managing their assets. 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

Check the background of this
firm on FINRA’s BrokerCheck

David Bogle
Liz Gaines-Gore
Justin Kasparek

David Bogle
Investment Consultant

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

[email protected]

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

Liz Gaines-Gore, RFC®
Financial Advisor

918-749-8828 Ext. 5214
918-274-1874 (fax)

[email protected]

  • 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

Justin Kasparek, RFC®
Financial Advisor

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

[email protected]

  • 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.