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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. When you meet with us, you'll find a caring partner, not an aggressive sales pitch.

Everyone is welcome. Whether you have two thousand dollars or two million, we'll take the time to get to know you - and your financial dreams.

We're an independent company that doesn't sell house-brands, proprietary securities, or a parent company's insurance products. We're focused on building a portfolio that addresses your needs, not leveraging profitable privately-run funds that are developed, managed and sold in-house.

All staff working in Investment Services are employees of UW Credit Union. You can be assured that every decision made by an employee is not influenced by external compensation factors or corporate quotas.

Our broker LPL Financial, engages in fair and ethical practices. Any products offered to you are purchased from market sources, not our own portfolio, making our recommendations objective and conflict-free.

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.



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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