Business Investing

Building Your Future

For You, for Your Employees

Business Investing Overview

Just like you, we want your business to be financially healthy. Putting together a financial strategy with someone who knows the ropes and can recommend an investing plan can give you confidence and a great start on working toward a successful future. Your goals are our goals. Let’s sit down and work on this together.

Already have an LPL Financial account? View it here.

Business Investing Features & Benefits
  • Knowledgeable financial advisors
  • Cash management strategies
  • Retirement planning
  • Wealth management for you and your staff
  • A variety of investment options

Meet Our Financial Advisors

Lisa Whiteman
Lisa Whiteman
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Dean Pownall
Dean Pownall
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Robert Hoffman
Robert Hoffman
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Are you making an appointment with one of our financial advisors?

Please fill out our Investment Workbook and bring it with you. Thanks!

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Request an appointment below or call us at 800.456.3152

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Member Story
Branden C.

(WSECU) went above and beyond on a fraud case and found $1,800 extra that was stolen from me…

Securities offered through LPL Financial member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.