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A variety of accounts to suit your needs.

Open a WEOKIE account online and see why managing your finances couldn't be easier.

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      WEOKIE: your one-stop-shop for everything homes!

      From finding the home of your dreams to financing it, closing the loan, and even insuring it... we want to make every step in your home-buying experience as easy and as affordable as possible.

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        Lending a hand when you need it

        From auto loans to refinancing a mortgage, WEOKIE has the resources and tools to create a lending program tailored to your needs. 

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            Easy and convenient banking.

            WEOKIE's e-Statements, Bill Pay, and Online and Mobile Banking are services aimed to make your life a little easier.

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              We are here to help.

              At WEOKIE, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time.

                Investments & Financial Services

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                WEOKIE FINANCIAL GROUP

                WEOKIE Financial Group is an alignment through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

                Sign in to your LPL Account

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                Our financial professionals will collaborate with you to develop a financial plan that aligns with your specific needs, experience, and time horizon.

                For more information about LPL Financial, please visit www.lpl.com.


                Insurance Planning

                Retirement and Investment Planning

                Education Funding

                Estate Planning


                Business Planning

                Mutual Funds

                Stocks/Bonds

                Portfolio Management

                 

                Plan for a brighter future today with WEOKIE Financial Group!

                Whether you're saving for your children's education, planning for your retirement, or securing your family's financial future; the professionals at WEOKIE Financial Group can help you find strategies to address your long-term financial objectives.

                Invest for Your Future Today

                Invest for your future with WEOKIE Financial Group's new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

                Through Guided Wealth Portfolios (GWP), you still get your advisor’s experience and expertise, but with the added convenience and transparency of an automated investing solution through an online platform with 24-7 access to your accounts.

                Start investing for your future today!

                Guided Wealth Portfolios | Start Now


                Have Questions?

                WEOKIE members are eligible for a no-cost, no-obligation financial consultation.

                Kirk Darnell - WEOKIE Financial Group Please contact Kirk Darnell, Financial Advisor,
                at 405-415-9734 or kirk.darnell@lpl.com.
                 
                 
                 
                 

                Cale Olbert

                Please contact Cale Olbert, Associate Financial Advisor, at
                405-415-9005 or cale.olbert@lpl.com

                 


                FREE Virtual Financial Educational Workshops

                Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.

                Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

                      • The important rules of the road for receiving Social Security.
                      • How can conservative investments help you face today’s economic risks?
                      • What sources of income should you draw from and when?
                      • How to use annuities to guarantee income for life.
                      • How does behavioral finance affect investment decision-making?

                Space is limited, so make your reservations today . Please contact Kirk Darnell, Financial Advisor, at
                405-415-9734
                or kirk.darnell@lpl.com with any questions about the virtual workshops.

                Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims-paying ability of the issuing company. Variable annuities are subject to risk and may lose value.
                Workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.  MGA-3216705.1-0820-0922  © TruStage™
                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.

                Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

                Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates WEOKIE Federal Credit Union and WEOKIE Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WEOKIE Financial Group, and may also be employees of WEOKIE Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of WEOKIE Federal Credit Union and WEOKIE Financial Group. Securities and insurance offered through LPL or its affiliates are:

                Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value


                WEOKIE Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisor services. Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

                LPL advisors do not offer tax advice. Please consult a tax professional. 

                Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
                All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. 

                What do you need to get an auto loan?

                When purchasing a new vehicle, you'll need to bring a few specific things to make the process as simple as possible. Download our free guide: 8 Things You Need To Apply For An Auto Loan.

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