UW Credit Union Investment Services UW Credit Union Investment Services

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Investment Services at UW Credit Union wants to help you pursue your lifetime goals with objective, uncomplicated planning on your own terms.


Who We Are

Investment Services at UW Credit Union puts people first. Our holistic, personalized approach focuses on clients unique needs, empowering them to pursue greater financial freedom so they can live their lives to the fullest.

Everyone Is Welcome

Our caring consultants are here to develop a customized strategy that's just right for you, whether you're a seasoned investor or are new to wealth management.

We Value Ethics

Our broker/dealer, LPL Financial, engages in fair and ethical practices. Any products offered through LPL are researched and evaluated by them in the open market, and are not developed from their own portfolio, which makes our recommendations objective and independent.

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

Here for Every Life Stage

Our products and financial management services are designed to help you succeed, wherever you are on your financial planning journey.

  • Retirement plan distribution options
  • Investment management
  • Pension distribution options
  • Education funding
  • Mutual funds
  • Stocks and bonds
  • Insurance: life, disability and long-term care

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Explore Our Resources

Visit our Investment Resource Center to:

  • View financial articles
  • Access calculators
  • Read timely newsletters
  • Watch presentations
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Meet Our Team

Our caring financial consultants possess the knowledge, wisdom and experience to develop a customized strategy that’s appropriate for you.

Get to Know Us

Want to Get Started?

Schedule an appointment with a financial consultant today.

Email Us

Visit an LPL Financial-registered branch:

University Ave.
 Junction Rd.
 Monroe St.

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 Investment Services at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services 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 Investment Services 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

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.