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608-232-5000 or
800-533-6773, ext. 2468
LPL Financial Registered Branches

Our Approach

With Investment Services at UW Credit Union, you have access to comprehensive financial management strategies. You will also discover an approach and attitude underlined with a deep appreciation for humanity. Here, hopes and needs are honored and addressed in ways that value you, the person.

Why We're Unique

Our guiding principle of acting in your best interest allows our practices to be different from other wealth management companies.

We listen, understand and care.

Everyone is welcome.

Learn more about us. »

Services

  • Retirement Plan Rollovers
  • Investment Management
  • Pension Rollovers
  • Education Funding

Products

 
 

Investment Resource Center

Along with the expertise of our financial consultants, use the Investment Resource Center to learn more about investment-related concepts.

  • View Financial Articles
  • Access Calculators
  • Read Timely Newsletters
  • Watch Presentations

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

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. UW Credit Union and Investment Services at UW Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NH, NJ, NM, NY, NC, OH, OR, PA, RI, TX, VA, WA and WI.

 

QUESTIONS?

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Contact Us
Phone
Local 608-232-5000
Toll Free 800-533-6773
UW Credit Union's Routing Number: 2759-7907-6
Your best interest always come first.SM
Copyright © 2017 UW Credit Union. All rights reserved.
UW Credit Union
pref 3500 University Avenue
Madison, WI 53744-4963 43.075532 -89.448226
UW Credit Union, postal PO Box 44963, Madison, WI 53744-4963
43.075532 -89.448226