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Credit Union West
Routing Number: 322172153
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LPL Financial Advisors

Talk with a professional who can help you pursue your financial goals.

Meet the LPL Financial Advisors


The LPL Financial advisors who serve Credit Union West members have extensive experience guiding credit union members. During your initial complimentary consultation, you’ll discuss your goals with one of these qualified advisors.
 
 
 
Nicholas Fieldson
LPL Financial Advisor
 
Nick has been helping plan the quality of life for credit union members since 2004 in a variety of ways. He is married with three children, and is passionate about finding the suitable financial strategy for each individual member’s need. Nick is proficient in applying practical and individualized strategies to help members work toward improving their financial well-being. His in-depth knowledge of the financial services industry provides the strong foundation for independent, professional financial planning strategies. 
 
 

 
 
 
 
Robert S. Wade, CFP® 
CERTIFIED FINANCIAL PLANNER

Robert is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a Certificate in Financial Planning issued by the College for Financial Planning. Robert, who is married with three sons, has been helping people with their retirement, investing and insurance needs since 2003. His years of experience through the different market cycles has given him a strong insight into the ever changing markets and how an investor can position themselves based on current market conditions, risk tolerance and stage of life. He always has time to sit down with clients to answer questions about any facet of investing, retirement or asset protection (insurance). 

 
 

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Get on the road to achieving your financial dreams. Connect with a financial advisor.
 
 
 
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.



 

 


 LPL Financial Located at Credit Union West logo

 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. Credit Union West is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Credit Union West. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union West. 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 site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, MI, MN, MS, MO, NV, NJ, NM, NC OR, PA, TX, UT, VA, WA
 
 
 
 
 
 
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