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.

Location & Contact

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).

Location & Contact

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Other Investment Options

Check the background of investment professionals 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. 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 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.

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 advisor services. Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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