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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.
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.
** 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:
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.