UW Credit Union Investment Services UW Credit Union Investment Services

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We aren’t like other wealth management companies. At UW Credit Union, principles are embedded in our culture that drive us to approach things differently. For more than 85 years, we’ve been dedicated to providing meaningful financial services to our members with the honesty and integrity they deserve. That’s because here, humanity counts most. 

Our Approach

We Put You First
We put our members’ best interests first. We don’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 privately run funds designed for someone else’s profit.

We Value Ethics
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. You can be assured that our staff’s advice is not influenced by external compensation factors or corporate quotas.

Couple meets with an investment services representative

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

Everyone is Welcome
Our approach with clients is simple: to be a trusted partner who treats people with fairness and respect, regardless of the size of their portfolio.

With Investment Services at UW Credit Union, you’ll have access to comprehensive financial management services and products, including socially responsible investment options.

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

 Meet Our Team

Schedule an appointment
with a financial consultant today.  Call 608.232.5000 or 800-533-6773, ext. 2468 or stop by one of our LPL Financial Registered Branches: University Ave., Junction Rd., Monroe St., and Mayfair.

Close-up of an individual using a computer to access UW Credit Union's Investment Resource Center

Investment Resource Center

In addition to the expertise of our financial consultants, you can take advantage of our Investment Resource Center to:

  • View financial articles
  • Access calculators
  • Read timely newsletters
  • Watch presentations

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