Now offering virtual appointments!
Your future deserves our full attention.
STCU Investment Services, by LPL Financial (LPL)*, provides face-to-face financial planning for everyone, from experienced investors to those just entering the workforce.
The LPL* Financial Advisors at STCU are here to help with your long-term dreams, whether it's retiring on your terms or saving for a life goal, like sending a child to college, taking the trip of a lifetime, or leaving a legacy for your family.
STCU Investment Services is provided through LPL Financial Services (LPL)* an independent broker-dealer and SEC registered investment advisor. LPL licensed financial advisors at STCU are employees of the credit union, assisting you with brokerage accounts and financial management.
What we offer.
- IRAs
- Mutual funds, stocks, bonds, annuities, and brokerage accounts.
- Rollover options for your 401(k), 403(b), 457, or Thrift Savings Plan (TSP).
- Insurance - Life, long-term care, and disability income insurance.
- Estate planning.
- College savings plans.
- Asset management and tax-efficient investments.
Request a no-obligation investment review.
Call STCU Investment Services to arrange a complimentary, no-obligation investment review. LPL licensed financial advisors are available to meet with you at a convenient STCU branch location or by virtual appointment.
Call:
(855) 802-3416 toll-free
(509) 755-7970 Washington
(208) 619-5220 Idaho
Email: investmentservices@stcu.org
Mailing address:
STCU Investment Services
Provided by LPL Financial (LPL)*
9 S. Washington St., Suite 105
Spokane, WA 99201-3719
Disclosures
*Important disclosures about STCU Investment Services and LPL.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. STCU and STCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using STCU Investment Services and may also be employees of STCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, STCU or STCU Investment Services. Securities and insurance offered through LPL, or its affiliates are not:
| Not insured by the NCUA, or any other government agency. | Not credit union guaranteed. | Not credit union deposits or obligations. | May lose value. |
Your Credit Union STCU provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay STCU for these referrals. This creates an incentive for STCU to make these referrals, resulting in a conflict of interest. STCU is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Check the background of LPL advisors on FINRA's BrokerCheck®.