Wealth Management at UW Credit Union Wealth Management at UW Credit Union

A young woman smiling as she's successfully put her financial plans in place with the help of Investment Services at UW Credit Union.

The more you know, the better you can plan for your future. Learn how to estimate retirement expenses, build a strong investment strategy and more at our expert-led seminars. Register today. Events are free and open to the general public.


 

Current Events

Topic
Date
Time
Location
Financial Planning Basics
Date: Tuesday, January 24, 2023
Time: 5:30 PM - 6:30 PM
Location: Online
Investment Basics
Date: Tuesday, February 7, 2023
Time: 5:30 PM - 6:30 PM
Location: Online
Investment Basics
Date: Tuesday, February 21, 2023
Time: 5:30 PM - 6:30 PM
Location: Online
Women and Money
Date: Tuesday, March 7, 2023
Time: 5:30 PM - 6:30 PM
Location: Online
Retirement Basics
Date: Tuesday, April 4, 2023
Time: 5:30 PM - 6:30 PM
Location: Online
Retirement Incoming Planning
Date: Tuesday, April 25, 2023
Time: 6:00 PM - 7:00 PM
Location: Madison, WI 53705
Retirement Income Planning
Date: Tuesday, May 16, 2023
Time: 5:30 PM - 6:30 PM
Location: Online
Planning for Long-Term Care
Date: Tuesday, May 23, 2023
Time: 6:00 PM - 7:00 PM
Location: Madison, WI 53705
Planning for Long-Term Care
Date: Wednesday, May 24, 2023
Time: 6:00 PM - 7:00 PM
Location: Online

About Wealth Management

Guided by a team of experienced financial professionals, Wealth Management at UW Credit Union partners with LPL Financial to provide personalized retirement and investment services for a range of client goals and portfolio objectives.

LPL Financial is the nation’s largest independent broker-dealer**, supporting financial institutions and advisors with the tools and technology to deliver comprehensive investment services for clients across the country.

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

Schedule a Free Consultation

Whether you’re a new or seasoned investor, or simply want a second opinion, our advisors are here for you with complimentary, no-obligation appointments.

Email Us

Or, call us directly at 800-533-6773, ext. 2468.

Request a Seminar

Wealth Management hosts free in-person and virtual presentations by industry experts that cover a range of topics, including investment fundamentals, preparing for retirement, understanding Medicare and much more.

Not seeing the topic you're looking for?  Send us an email with the topic(s) of choice. 

Email Us


** As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.