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Investments

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Your financial advice is as unique as your goals. You owe it to yourself to work with an Advisor focused on you. We are here to help you:

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1. Mutual Funds and variable annuities are sold by prospectus only. Contact your financial professional to obtain a prospectus before purchasing any Variable Annuity or Mutual Fund products. Read the prospectus carefully before investing.

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 Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CEFCU Investment 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 Investment 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

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 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.