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We’re here to listen and help you on the path.
TFCU Wealth Management is a full-service financial advisory practice for long-term financial planning. We help people who are planning ahead or ready to retire right around the corner – get prepared and get on the right path to retirement. Our team of helpful wealth advisors are here to meet you where you’re at and walk through what you can utilize, protect, plan for and grow going forward.
We believe it’s never too early or too late to get started. Whether you’re building from scratch, looking for a second opinion or just a few years out from your retirement date and want to make sure you’ll be ready, we’re here to help you think it through. It all starts with a friendly conversation.
Since 1986, TFCU Wealth Management has worked hand-in-hand with clients to help set goals and make investment, insurance and retirement plans. From rolling over your work retirement account, planning for your children’s college education, getting a second opinion on your insurance coverage or analyzing your current investment portfolio, let’s grab a cup of coffee and work the plan together.
TFCU Wealth Management offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. As a longstanding leader in financial planning and advice, Ameriprise Financial has remained true to its vision of putting its members’ interests first for more than 130 years.
Keith K. Carter, CFP®
Wealth Advisor
Ron Hargis, CFP®, CLU®, ChFC®
Wealth Advisor
Amy Harper, CRPC®
Financial Planning Analyst
Dustin Hellams
Wealth Advisor
Michael Moy
Wealth Advisor
6501 Tinker Diagonal
Midwest City, OK 73110
Office: 405-737-0006
Toll-Free: 1-800-456-4828 x2575
Fax: 405-443-2760
Ameriprise Financial Services has partnered with Tinker Federal Credit Union (TFCU) to provide financial planning services and solutions to clients. TFCU is not an investment client of Ameriprise but has a revenue sharing relationship with Ameriprise that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial cannot guarantee future financial results.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S
Ameriprise Financial Planning Services are optional, offered separately and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
TFCU Wealth Management is a financial advisory practice of Ameriprise Financial Services, LLC.
TFCU is not affiliated with Ameriprise Financial, Inc.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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