Broker Check

3720 East 31st Street
Tulsa, OK 74135

David Bogle

(918) 743-9861 ext. 2715

 

Team

At Specialized Investments, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?


Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

David Bogle

Investment Consultant

(918) 743-9861 ex.2715

(918) 743-5345

Specialized Investments is managed by David Bogle and provides investment services to the members of TTCU The Credit Union in Tulsa, Oklahoma. David has over 25 years of planning and investment experience that he offers to individuals,...

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Vera Carsten

Administrative Assistant

918-743-9861 ext.2714

918-743-5345

As an Administrative Assistant to David Bogle, Vera's primary responsibility is to provide excellent client support and administrative services to meet all of David's current and future client needs. She is in charge of the day to day...

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