Investment Services

In an effort to become your full-service financial center, First National Bank utilizes the services of Investment Centers of America to offer investment advise.

Our investment colleague, ICA can offer you financial guidance and expertise on your finances. They can provide you with strategies for:

Retirement planning:

  • Estate planning
  • Charitable giving
  • College planning
  • Tax-managed investing

Fixed Income Investments:

  • Municipal bonds
  • Unit investment trusts
  • Government securities
  • Brokered CDs
  • Corporate bonds
  • Fixed annuities

Equity Investments:

  • Mutual Funds
  • Common stock
  • Preferred stock
  • Variable annuities

Dan Moerck, Financial Planner
Call (405) 737-0977 for more information.

Investment Centers of America, Inc. (ICA) . Member FINRA , SIPC , a registered investment advisor, does not provide tax or legal advice. ICA is not affiliated with First National Bank. Securities, advisory services, and insurance products are offered through ICA and affiliated insurance agencies and are:

  • NOT INSURED BY THE FDIC OR ANY OTHER FEDERAL AGENCY
  • NOT A DEPOSIT
  • NO BANK GUARANTEE
  • MAY LOSE VALUE

    • Important Consumer Information:

  • This site is for information purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's license requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. 3. Representatives are registered to offer securities in the following states: AZ, CO, FL, GA, KS, NC, NV, NY, OK, TX, VA
  • ICA Privacy Policy

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