WSECU Investment Management Financial Advisors
Meet our Financial Advisors
It doesn’t matter if you’re new to investment planning or know your way around your portfolio, we invite you to sit down for a complimentary consultation.
Financial Advisors
Branches served:
West Olympia
Branches served:
Dash Point, Lakewood, South Hill and Tacoma James
Branches served:
Bellevue and Seattle Fairview
Branches served:
Everett and Seattle U-District
Branches served:
Ellensburg, Pullman Bishop, Pullman CUB, Union Gap and Yakima
Branches served:
Tumwater Trosper, Tumwater Town Center and Chehalis
Branches served:
Everett and Seattle U-District
Branches served:
Contact Center
Branches served:
Olympia
Branches served:
Medical Lake, Spokane, Spokane Division and Spokane Valley
Branches served:
Lacey Credit Union Center and Martin Way
Investment Professionals Check
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
How To Request An Appointment
Investments
Securities offered through LPL Financial member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may 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 Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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 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.
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.
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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.