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WSECU投资管理
你的财务目标

A father and two young children count money and put into piggy bank

What are your financial goals?

We can work with you to help develop and implement a financial plan with a deep understanding of your financial goals.

  • 10 财务顾问 statewide with an average of 16 years’ experience
  • Access to financial planning software to help with your entire or specific areas of your financial plan
  • Risk tolerance analysis to help determine your tolerance to market fluctuations

书的约会

Investment Professionals Check

Check the background of investment professionals associated with this site on 美国金融业监管局's BrokerCheck.

投资

Securities offered through LPL Financial member 美国金融业监管局/ SIPC. 保险 products offered through LPL Financial or its licensed affiliates. Financial planning 服务 may be offered through Washington State Employees Credit Union d/b/a WSECU投资管理, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory 服务 may be offered through LPL Financial, a registered investment advisor.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU投资管理 is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, 被排除在外, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

WSECU and WSECU投资管理 are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.

Your Credit Union (“Financial Institution”) 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 brokerage or advisory 服务. 请访问 http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Your perspective is important to us and helps us see where we’re hitting the mark and where there might be areas to improve.