Guided Wealth Portfolios

LPL Financial at GFCU is offering Guided Wealth Portfolios, an innovative new way to invest. Manage your wealth with an investment portfolio matched to your goals. It’s an easy online process that requires only $5,000 to get started.

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. Generations Federal Credit Union and Generations Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Generations Investment Group, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Generations Federal Credit Union or Generations Investment Group. Securities and insurance offered through LPL or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution 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 representatives 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.

For additional information, please visit www.lpl.com/CRS