Wealth Management

Comprehensive Financial Services

At Oklahoma Fidelity Bank, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.

Through our relationship with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC.

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

Products & Services

  • Individual Retirement Accounts
  • Business Retirement Plans
  • Retirement Planning
  • Education Planning & 529 Plans
  • Professional Asset Management
  • Financial & Wealth Transfer Strategies*
  • Stocks & Bonds
  • Tax Efficient Investments
  • Mutual Funds
  • Annuities
  • Insurance Products
  • Trust Accounts**

To learn more about these and other investment options 

contact your local branch

*Asset management is offered through LPL Financial, a Registered Investment Advisor. 

** LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Insurance Products are offered through LPL Financial, member. www.FINRA.org / www.sipc.org Insurance products offered through LPL Financial or its affiliates. The investment products sold through LPL Financial are not insured Oklahoma Fidelity Bank deposits and are not FDIC insured. These products are not obligations of the Oklahoma Fidelity Bank and are not endorsed, recommended or guaranteed by Oklahoma Fidelity Bank or any other government agency. The value of investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, KS, MO, NE, NY, OK, OR, TX, WA


 Not FDIC Insured  |  Not Bank Guaranteed  |  May Lose Value  |  Not Guaranteed by any Government Agency  | Not a Bank Deposit