wealth advisor, cfp®, lpl financial (lpl)*
Annab.lplfinancial@stcu.org
(509) 503.6189
STCU's Hutton Building
9 S. Washington St.
Spokane, WA 99201
“Keep it simple.” That’s Anna’s mantra.
She knows that creating a solid, long-term investment strategy can seem like a daunting task. Thankfully, Anna has worked in the financial services industry since 2006 and has been a licensed financial advisor for over a decade. In that time, she’s learned a few things: invest in what you like and understand; and know what you own, how you own it, what it’s doing for you, and what it costs. Simple, right?
Anna was born in Spokane and graduated from Gonzaga University with a degree in business. She’s a mom, dog owner, and proud West-Central resident who loves to get outside during all four seasons.
Anna is available by appointment at STCU's Downtown Spokane, Hutton, Moran Prairie, and Qualchan branch locations or by virtual appointment.
Anna holds FINRA series 7 and 66 securities licenses, plus life, health, disability, and long-term care insurance licenses. She is also a CERTIFIED FINANCIAL PLANNING TM (CFP®) practitioner.
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®.