LPL‡ Wealth Management

Invested in your financial well-being at every turn

We take a consultative approach to financial planning, no matter if you're just getting started or are a seasoned investor. Whether it's retirement planning, investment guidance, establishing trusts, or estate planning, we can help answer your questions. Did we mention that your first consultation with our LPL‡ Wealth Management team is free?
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An LPL‡ Financial Advisor can help you

  • Identify long- and short-term financial goals
  • Understand where your money is invested and why
  • Define a customized investment strategy
  • Analyze your current portfolio and investment plan
  • Review your life insurance policy and provide a free quote

Meet with a Financial Advisor

Our services are centered around you.

  • Individuals

    Personal wealth management services

    To help you feel confident about your financial future, we're here to help with:

    Investment planning
    Personal financial planning
    401k consultation
    Retirement and retirement income planning
    Life and long-term care insurance
    Estate planning and wealth transfer
    College education planning

  • Businesses

    Wealth management services for your organization

    Our team offers actionable guidance for your business, including assistance with:

    401k plans and other corporate retirement options
    Key person insurance
    Deferred compensation plans
    Supplemental employer retirement plans
    Insurance solutions for buy/sell agreements
    Overhead expense insurance

Elevations members get a free first consultation with an LPL‡ Financial Advisor

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How can we help you?

Contact us Find a location Frequently asked questions

Give us a call at (800) 429-7626 | Routing #307074580

‡ 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. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management 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

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

The LPL Financial registered representative(s) 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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

For additional information, please visit www.lpl.com/CRS.