Access to Financial Guidance
Through our alliance with LPL Financial, Oklahoma Central Credit Union members have access to professionals committed to helping you organize, manage, and monitor your financial affairs through Oklahoma Central Financial Planning. We are pleased to introduce Rick Hoel.
Rick Hoel, CFP© MEMBERS Financial Services Advisor
MISSION STATEMENT
I help individuals and families look to the future with confidence through developing and executing a financial plan of action.
PROFESSIONAL SPECIALTIES
- More than 20 years of experience as a financial professional.
- Focused on retirement planning and income strategies.
- Educated on all aspects of financial planning up to and through retirement.
- Dedicated to help clients pursue a retirement of abundance and dignity while leaving a legacy that fulfills their values.
QUALIFICATIONS
- Financial Advisor, MEMBERS Financial Services
- Holds the CERTIFIED FINANCIAL PLANNERTM (CFP©) designation since 2003
- Investment Advisor Representative (IAR) of LPL Financial
- Holds FINRA Series 7, 63 and securities licenses with LPL Financial
- Holds Life, Accident and Health insurance licenses across the country
EDUCATION
Graduated from the Saint Olaf College in Northfield Minnesota with a Bachelor of Arts degree in Economics. College of Financial Planning graduate.
PERSONAL
I enjoy travel and cabin life with family in the wilderness of northern Minnesota. I also have a passion for working with parents of children with special needs similar to my oldest son.
Don't delay planning for your financial future.
Connect with Rick Hoel by calling 918-280-5211 or visit the Oklahoma Central Financial Planning website.
Check out the background of investment professionals associated with the site on FINRA’s Broker Check.
Virtual Financial Education 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:
Upcoming workshops - All presented at 7pm CDT:
Date |
Topic |
12/02/25 |
Medicare |
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. Oklahoma Central Credit Union and Oklahoma Central Financial Planning are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Oklahoma Central Financial Planning, and may also be employees of Oklahoma Central Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Oklahoma Central Credit Union or Oklahoma Central Financial Planning.
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
The LPL Financial registered representative(s) 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.
Oklahoma Central Credit Union (OCCU) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay OCCU for these referrals. This creates an incentive for OCCU to make these referrals, resulting in a conflict of interest. OCCU is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.