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Joining UKFCU means you’re not just an account holder – you’re a valued member.
Build a brighter future, start investing now.
UKCU Investment Services bring you closer to your financial goals.
Meet the Team
We understand that your financial journey is unique. UKCU Investment Services, which are available through LPL Financial (LPL)*, are tailored to meet your specific needs, whether you're saving for a down payment, planning for retirement, or simply aiming for financial freedom. Our experienced advisors will work closely with you to create a personalized investment strategy that aligns with your goals and risk tolerance.
Meet the Investment Team
Our dedicated investment professionals through LPL are here to help.
UKCU Investment Services through LPL* offers the following products:
- Mutual funds
- Fixed & variable annuities
- Stocks
- Bonds
- Life insurance
UKCU Investment Services through LPL* offers the following benefits:
- Advisory investment accounts
- Employee benefit options
- Financial planning
- Investment strategy
- Pre- and post-retirement planning
- Portfolio reviews, analysis and assessments
- Long-term planning
- 403(b) and 401(k) servicing options
- Corporate retirement plans for small- and medium-sized businesses
Ready to take control of your financial future? UKCU Investment Services through LPL* can help you plan for your future and aim to live life to the fullest. Our experienced investment advisors will work with you one-on-one to create a personalized investment strategy tailored to your needs. Contact us today to schedule a consultation.
Mindful Money
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UK Federal 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.
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.
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