Wealth Advisors and Financial Consultants
Meet with one of our experienced financial professionals to start or continue your financial journey.
Check the background of any investment professional associated with this site on FINRA's BrokerCheck.
Carina Alt, CRPC®
Chartered Retirement Planning Counselor (conferred by the College for Financial Planning)
Wealth Advisor
View Bio
Email: calt@uwcu.org
Client Services Associates
Client Services Associates work in partnership with Advisors to assist with client servicing tasks and ensure proactive support to the wealth management program at large. They are instrumental in performing key administrative functions and a welcoming experience for clients.
Check the background of any investment professional associated with this site on FINRA's BrokerCheck.
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.