Make the Most of Your Money
Since 1986, the Vantage Investment Services Group * has helped our credit union members to work toward achieving their financial goals. Our LPL registered Financial Advisors are affiliated with LPL Financial, one of the nation’s leading diversified services companies and the largest independent broker-dealer **, supporting approximately 700 financial institutions nationwide.
LPL Financial offers extensive investment product and platform solutions, support and technology, which enable us to provide more than just standard brokerage services. As such, we provide an independent, holistic approach to serve your individual financial planning and investment needs.
Vantage Investment Services Group can assist you with:
- Financial planning
- Retirement planning
- Wealth management
- Education planning
- Insurance analysis
Whether you need to set objectives, develop a new financial plan, or review your current portfolio, Vantage Investment Services Group can help.
Schedule a Complimentary Analysis
800.522.6009/request to speak to a Vantage Investment Services Group representative
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
* 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. Vantage Credit Union and Vantage Investment Services Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage Investment Services Group, and may also be employees of Vantage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Vantage Credit Union or Vantage Investment Services Group. 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: AR, AZ, CA, CO, FL, GA, IA, IL, MO, MT, NV, OH, OK, SC, TN, TX, WV.
** As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.