Financial Planning

Pursue your Financial Goals

We’re here to support your financial journey. As a Wasatch Peaks member, you have access to experienced Financial Advisors from LPL Financial, a trusted full-service broker-dealer.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Financial Advocates Investment Management, a registered investment advisor and separate entity from LPL Financial. Wasatch Peaks Credit Union and Wasatch Peaks Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wasatch Peaks Financial Services, and may also be employees of Wasatch Peaks Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wasatch Peaks Credit Union or Wasatch Peaks Financial Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states CA,CO, NV, OH, PA, UT and WY.