Coffee with Kirk!
Looking to get your financial questions answered? Join us for an informal gathering with our financial advisor, Kirk Darnell. Enjoy delicious coffee and donuts while you chat about your financial future!
All events will take place 9:30 AM - 12:00 PM
MAY 28th
El Reno Branch
320 S. Rock Island Ave, El Reno
Note: This event is being hosted by Rock Island Credit Union
JUNE 5th
Yukon Branch
801 West End Pointe Drive, Yukon
JULY 8th
Main Branch
8100 West Reno Oklahoma City
AUGUST 5th
Moore Branch
1551 I-35 Service Road Moore
WEOKIE FINANCIAL GROUP
WEOKIE Financial Group is an alignment through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
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Please contact 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.
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:
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.