Wasatch Peaks Financial Services is committed to helping you work towards your financial goals! That's why our Financial Advisor has a relationship with LPL Financial, a full-service broker-dealer.
Wasatch Peaks Financial Services is continually providing you with access to customized financial planning advice and investment services to better manage your financial needs. All the financial tools you need, available through LPL Financial.
Estate Planning Services
Key Person Insurance
Retirement Plans – 401(k), 403(b)
Financial Planning for Business
SEP and Simple IRAs
Disability Income Insurance
Wasatch Peaks Financial Services offers a complimentary, no-obligation consultation with James Aoki, our Financial Advisor, who will work with you to help you identify and work toward your long-term financial goals.
It's never too late to pursue your path towards financial prosperity. Call to make an appointment.
Conduct a background check of our Financial Advisor.
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:
|Not Insured by NCUA or Any Other Government Agency||
Not Credit Union Guaranteed
|Not Credit Union Deposits or Obligations||May Lose Value|
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.