Skip to main content.
Link to CEFCU Home Page

If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 1.800.633.7077.

Visit our accessibility help page.

Request More Information

Thank you for your interest in CEFCU Investment Services. Let us know what you're interested in!

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

Starred (*) fields are required.

Your Information


Your Interests:













Additional Information

Messages sent over the Internet may not be secure. By using this form you acknowledge that CEFCU Investment Services is not responsible for any information contained in this form which may be read or intercepted by unintended third parties.

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

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.