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MidFirst Investment Services

What are your company’s investment objectives? Find the assistance you need with a variety of products and services from MidFirst Investment Services.

Retirement solutions include:

Payroll deduction IRAs
SEP
SIMPLE
Defined benefit or contribution pension plans
Money purchase plans
401(k)
Safe harbor or age-weighted profit sharing plans

MidFirst Investment Services also specializes in insurance planning and protection products such as key man, business succession, long-term care, disability and a variety of life insurance. We can help with your day-to-day asset management needs with stocks, as well as taxable and tax-free bonds (corporate, municipal and U.S. government).

Contact Information

MidFirst Investment Services, counseled by Registered Representatives, Investment Adviser Representatives and Insurance Representatives, services all MidFirst banking centers. Please review the list below to find the Representative nearest you. Services are available at other MidFirst Bank locations by appointment.

William Wilkes

CMFC®, CRPC®, AAMS®

Servicing the Phoenix Metro Area and Colorado

Phone: 602.801.5151

Contact William

Steve Johnson

CRC®, CWS®,

Servicing the Phoenix Metro Area

Phone: 602.801.5152

Contact Steve

Larry Ellis

Servicing the Oklahoma City Metro Area

Phone: 405.767.7550

Contact Larry

David Weston

CRPC®

Servicing the Oklahoma City Metro Area

Phone: 405.767.7554

Contact David

Renee Collingwood

CFP®, CRPC®,

Servicing Altus, Anadarko, Chickasha, El Reno, Weatherford and Woodward

Phone: 580.254.5332

Contact Renee

Mandy Dollar

CRPC®, CDFA®

Servicing the Oklahoma City Metro Area

Phone: 405.767.7095

Contact Mandy

Brittany Armer

Servicing the Tulsa Metro Area

Phone: 918.293.6888

Contact Brittany

Disclosure

We want you to know that investment products offered by MidFirst Investment Services are:

NOT FDIC-INSURED * May Lose Value * Not Bank Guaranteed * Not a Deposit * Not Insured by any Federal Government Agency

Securities and Insurance Products are offered through Cetera Investment Services LLC, (doing business in CA as CFG STC Insurance Agency LLC) Member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with MidFirst Bank or its affiliates.

All electronic communications and any attachments, both incoming and outgoing, both internal and external and both of a professional or personal nature, per FINRA Rule 2210, will be reviewed by a Principal of the broker/dealer and will be a permanent record and retained for a minimum of three years.

Registered office:
501 NW Grand Blvd.
Oklahoma City, OK 73118
888.643.3477

MidFirst Investment Services representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of, an offer to purchase brokerage services to persons outside of the United States. View Cetera privacy policy, business continuity plan and other important information.

Check the background of this investment professional on FINRA's BrokerCheck.