Security Investment & Retirement Services

Welcome to Security Investment & Retirement Services

Get the most out of your money by investing it with the help of our team of experienced financial consultants -- we've partnered with LPL Financial, one of the leading financial services companies in the nation, to help you protect and grow your wealth. Whether you're looking to secure your retirement, grow your business, or invest for any other purpose, LPL Financial can help you get there.

Get started by contacting Dave Jensen today.


A Statement From LPL Financial

We are your local, trustworthy source for a variety of investment products.

We believe that one of a few keys to successful investing is a function of time, not timing. Our approach emphasizes having a portfolio diversified across different asset classes, and recognizing the interrelationships between investment goals, insurance needs and appropriate tax strategies.

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

Individual Investors

We can provide alternatives to your individual financial needs, whether you are a first time investor or already have a significant investment portfolio. Let us help you develop a financial plan to address your specific investment goals and objectives.

  • Stocks
  • Bonds
  • Exchange Traded Funds
  • Fee Based Asset Management*
  • Financial Guidance
  • Insurance

*Through LPL Financial, a Registered Investment Advisor


Business Investors

Contribute to the success of your business by offering popular retirement program and employee benefits. You have many options available and we can help you determine which is the right one for your company.

  • 401Ks
  • SEP IRAs
  • Simple IRAs
  • Profit Sharing
  • Pension Plans
  • Defined Benefit Plan 412(i)
  • Key Employee Insurance

Securities offered through LPL Financial, member of FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Security Bank and Security Investment & Retirement Services are not registered broker/dealers and are not affiliated with LPL Financial.

BrokerCheck


NOT FDIC Insured | Not Bank Guaranteed | May Lose Value

Not Insured by Any Federal Government Agency | Not a Bank Deposit


This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LP Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Oklahoma, Texas, Arkansas, Tennessee and Washington DC. Please note that not all of the investments and services mentioned are available in every state.


Member FDIC
Equal Housing Lender

Security Bank - Tulsa, OK - Copyright © 2017 - All rights reserved.