Combined Wealth Management, Mortgage Services Location Opens in Sun Prairie
New building adjacent to Sun Prairie branch
Sun Prairie, WI – March 17, 2023 – Mortgage Services & Wealth Management at UW Credit Union have opened a joint location at 298 South Grand Ave.
The building – with separate spaces for each function – provides a convenient spot for in-person meetings related to both financial planning and mortgage processing.
The new office is adjacent to the UW Credit Union Sun Prairie branch.
“We’re pleased to offer the greater Madison area this new physical location for meeting with our team of experienced wealth advisors and financial consultants,” said Teo Trandafir, associate vice president of wealth management at UW Credit Union. “This new location facilitates better in-person interactions.”
Julio Rios, vice president of mortgage lending at UW Credit Union, said the new space will also be quite beneficial for members seeking mortgage services. “These are big moments in the lives of our members, and having a comfortable, professional space to meet one-on-one helps put them at ease and makes for a positive experience.”
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UW Credit Union and Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Wealth Management at UW Credit Union. 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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UW Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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