Advia Financial Advisors
Located at Advia Credit Union, Financial Professionals with our Advia Financial Advisors program offer a variety of insurance and investment products that complement those offered by the credit union.The Advia Financial Advisors program is being transitioned from CUNA Brokerage Services, INC., to LPL Financial Services. LPL Financial Services is an industry leader in technology and support for financial professionals. This transition is occurring to better help serve our members and allow them access to improved member experiences including enhanced digital tools, simpler online access, and consolidated monthly statements for all their investment accounts. For more information about LPL Financial Services, please visit lpl.com.
If you are a current member, rest assured you do not need to complete any action steps to continue your relationship with the Advia Financial Advisors. However, if you choose to opt-out of having your investment and retirement accounts transitioned to LPL Financial Services, our Advia Financial Advisors will no longer be able to service those accounts.
Important Dates
April 25, 2022: Opt-Out deadline
May 21, 2022: Accounts electronically move to LPL Financial Services
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We can help with a specific need, such as investing retirement money, or we can provide comprehensive wealth management services, covering all aspects of your financial life.
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