MEMBERS Financial Services
The MEMBERS Financial Services program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL Financial.
Take charge of your investments with MEMBERS Financial Services personal financial management program. MEMBERS Financial Services offers:
- Retirement Planning
- Retirement Investments
- 401K and IRA rollovers
- Investing Funds for Higher Education
- Fixed and Variable Annuities
- Life Insurance
- Long-Term Care Insurance
MEMBERS Financial Services is a financial management service available at MemberSource Credit Union. It helps members organize their investment and insurance needs and plan for the future. Its major objective is to show members how to use their financial potential to work toward their future goals. Initial consultations are offered at no cost.
Jon Thompson is the MEMBERS Financial Services Advisor serving the members of MemberSource Credit Union. He and his team are available to meet with you to take a logical and educational approach to providing you with ongoing financial investment service. Contact Jon Thompson at email@example.com or 833.492.1422 to begin your wealth management journey or contact the LPL Cares Team at 833.921.4685 for assistance with general account questions, service requests, transferring funds or trading needs.
For most people, achieving and maintaining financial security is a lifetime pursuit that involves planning, preparation, performance and follow-up at all three stages in the financial life cycle:
The first priority is protecting what you have through appropriate insurance protection plans for individual, family or business needs.
Increasing Net Worth
Next is expanding your financial resources through diversified investment programs depending on your personal goals.
Timely, effective management of accumulations including recommendations on tax-advantaged investing**, transfers of assets and estate planning are essential to the goal of lifetime financial security.
To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news, access LPL AccountView. For assistance with general account questions, service requests, transferring funds or trading, contact the LPL Cares Team at 833.921.4685.
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or licensed affiliates. MemberSource Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of MemberSource Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MemberSource Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) 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.