WSECU Investment Services
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.
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:
Tumwater Trosper, Tumwater Town Center and Chehalis
Branches served:
LCUC, Martin Way, Pullman Bishop and Pullman CUB
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:
Ellensburg, Union Gap and Yakima
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Washington State Employees Credit Union (WSECU) and WSECU Investment Service are not registered as a broker-dealer. Registered representatives of LPL offer products and services using WSECU Investment Services and may also be employees of WSECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, WSECU or WSECU Investment Services, a registered investment advisor. 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
WSECU Investment Services 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 Services 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.
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.