WSECU Investment Management
Lisa Whiteman
Contact Lisa
Direct: 360.704.1816
Office: 800.456.3152 x70220
Text: 360.515.9444
Branches served: Lacey and Martin Way
About Lisa
Since 2007, I’ve worked with members to help them move toward attaining their individual objectives and goals. When we sit down for a personal consultation, I’ll talk with you to gain a sound understanding of your financial goals. After putting together your roadmap, I’ll make recommendations for potential improvements to your savings, investments and insurance.
I hold my Series 7 and 66 securities registrations through LPL Financial. I also hold life and health insurance licenses through the state of Washington. In 2015, I obtained my Certified Financial Planner® designation. Additionally, I hold a bachelor’s degree in finance.
My husband, two children and I have been in Thurston County since 2001. We enjoy taking advantage of the natural abundance the Pacific Northwest offers, as well as exploring new destinations.
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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.