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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 Jon Thompson.  

Jon Thompson, LPL Financial Representative

Jon Thompson

MISSION STATEMENT

I help individuals and families pursue their financial dreams by providing sound financial advice based on 28+ years of experience in the industry. I am deeply committed to my client’s financial well-being, and I strive to listen intently to their needs and concerns to provide them with just the right help for their unique circumstances.

PROFESSIONAL SPECIALTIES
  • Jon began his Financial Services journey in 1994. He has built a career on listening to his clients, learning their needs, and aligning options in their best interests.
  • Jon is dedicated to helping individuals, their families, and businesses by tailoring and customizing tools and resources to meet their goals and objectives.
QUALIFICATIONS
  • Financial Advisor with LPL Financial
  • Registered with FINRA Series 63, 66, 7, 31, and SEI securities licenses with LPL Financial
  • Life & Health Insurance licensed in most states
EDUCATION

Studied Business Administration at Sam Houston State University

Don't delay planning for your financial future. 

Connect with Jon Thompson 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

Tuesday, June 4 Rollover Planning
Tuesday, June 18 Medicare
Tuesday, July 9 Road to Retirement
Tuesday, July 23 Women and Investing
Tuesday, August 13 Social Security and Your Retirement
Tuesday, August 27 Three Transitions to Retirement

 

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.

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