WSECU Investment Management Business Investment Plans
Investments for non-profits and small businesses
If you are looking to get an extra return on short-term cash or maximize your returns on reserves, we can help.
- 10 Financial Advisors statewide with an average of 16 years’ experience
- Our partner LPL is the largest independent broker dealer in the United States as reported by Financial Planning magazine, June 1996-2018, based on total revenue
- Competitive pricing on Request for Proposals (RFP)
Here's what you'll need for your appointment:
- Retirement plan documents
- Investment policy statements
Investment Professionals Check
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
How To Request An Appointment
Securities offered through LPL Financial member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.
NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.