LPL Financial Asset Management

Get an investment strategy that’s suited to your goals.

Strategic Financial Planning

There are different ways to potentially grow wealth. The path that you choose depends on various factors, including your liquidity and risk goals.

Instead of navigating complex strategies on your own, receive comprehensive financial advice from LPL Advisors. Through LPL Financial, you can discuss your goals with a financial advisor who can help plan a customized investment strategy for you.

With Asset Management Services You Receive:

OptionS

Stocks, bonds, ETFs and mutual funds

Approach

Strategic, tactical, growth, income, capital preservation, Exchange-Traded Funds (ETF) and tax strategies

Service

Portfolio management and monitoring services

LPL Financial Advisors can create a plan to pursue your financial needs and goals. Schedule your appointment today.

Schedule an Appointment

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.

A woman using a debit/credit card while on a mobile device

CREDIT CARDS

Tailored to your needs.

Low Rates, No Transfer Fees, Incredible Benefits

Compare Credit Cards