Financial Planning
The MEMBERS Financial Services program is offered through LPL Financial Services.*, a broker/dealer focused on serving credit union members.
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
A Representative of MEMBERS Financial Services serving Associated Credit Union is available to learn about your goals and work with you on your plan. Together, you'll create a future that will make those financial plans a reality.
For more information about LPL Financial Services, please visit lpl.com.
Check the background of this investment professional on FINRA's BrokerCheck.
Financial Planning Personnel
Financial Planning Resources
Financial Planning Seminars
MEMBERS Financial Services is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Associated Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union or MEMBERS Financial Services. 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 |
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