Financial Planning

Pursue your Financial Goals

As a Wasatch Peaks member, you can work with experienced Financial Advisors from LPL Financial, our trusted partner. Get personalized financial guidance and planning to help you reach your goals and manage your finances with confidence.

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 is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services. 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. 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.