Our Investment Team
The financial professionals at MEMBERS Financial Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Work With Someone You Know.
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of MEMBERS Financial Services serving Premier Members Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will make those financial plans a reality.
The MEMBERS Financial Services Financial Professional, located at Premier Members Credit Union can explain your investment and retirement options. Some of these options include mutual funds, variable annuities, life insurance, long-term care insurance, and brokerage.
Check the background of this investment professional on FINRA’s BrokerCheck.
The financial professionals at MEMBERS Financial Services are registered representatives with, and 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. Premier Members Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Premier Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Members Credit Union or MEMBERS Financial Services. 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|