WSECU Investment Services
Andrea Holdcroft
Contact Andrea
Direct: 360.876.2343
Office: 800.456.3152 x65432
Branches served: LCUC, Martin Way, Pullman Bishop and Pullman CUB
About Andrea
I love understanding my clients' stories and helping them work toward their financial goals. My clients appreciate my knack for explaining financial concepts in a way that's easy to understand and put into action.
With over 25 years in investment management, I am experienced in retirement strategies, tax planning, and trust and estate considerations. My mission is to prepare personalized investment strategies and solutions that align with your risk tolerance and time horizon. I can also collaborate with other advisors, such as your attorney and CPA, to ensure a holistic approach and comprehensive strategy aimed at achieving your goals.
I previously served in executive roles at Bank of America, US Bank, and Wells Fargo, and as an advisor at Fidelity Investments and Bernstein Wealth Management. I hold Series 7, 66 and 31 securities registrations through LPL Financial, as well as life and health insurance licenses in Washington state. I'm also a proud WSU graduate.
As an active volunteer, I'm delighted to be a member of an organization with a long history of supporting the community. I currently serve on several boards and committees in the South Sound.
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Investments
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 Services 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.