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- In the Username box, enter your WESTconsin member number (with no suffixes).
- In the Password box, enter your four-digit CALL-24 PIN (not your debit card PIN). If you do not have a CALL-24 PIN, please contact your local WESTconsin Credit Union office or (800) 924-0022 to obtain one.
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If you need assistance, please call (800) 924-0022.
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Partnering In Your Financial FutureWESTconsin Investment Advisors makes available a variety of insurance and investment products. Our program can provide a package of asset accumulation and preservation products that can help you pursue your personal financial objectives; whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement. Our representatives are dedicated career professionals carefully selected and trained to serve credit union members. They can work with you to help you work toward your personal financial goals and provide information on the following services and products:
The WESTconsin Investment Advisors program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Privacy and security policies may differ between WESTconsin Credit Union and LPL Financial. |
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Experienced Professionals Who Care
Your LPL Financial Advisor is licensed with LPL financial and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and independence for life.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
LPL Financial Advisor Fax Number: (715) 232-6939 Direct Phone: 8009240022.7506 Email: [email protected] Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As an LPL Financial Advisor, Alex is able to provide credit union members with professional assistance, quality financial products and dependable service. Education Call today for more information or to arrange a meeting. There is no obligation.
LPL Financial Advisor Fax Number: (715) 232-6939 Direct Phone: 8009240022.7219 Email: [email protected] Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As an LPL Financial Advisor my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic? As an LPL Financial Advisor, Tim is able to provide credit union members with professional assistance, quality financial products and dependable service. Education Call today for more information or to arrange a meeting. There is no obligation.
LPL Financial Advisor Fax Number: (715) 232-6939 Direct Phone: 8009240022.7373 Email: [email protected] Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As a Financial Advisor, Bob is able to provide credit union members with professional assistance, quality financial products and dependable service. Education Call today for more information or to arrange a meeting. There is no obligation.
LPL Financial Advisor Fax Number: (715) 232-6939 Direct Phone: 8009240022.7379 Email: [email protected] Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As an LPL Financial Advisor, Derek is able to provide credit union members with professional assistance, quality financial products and dependable service. Education
Associate Financial Advisor Fax Number: (715) 232-6939 Direct Phone: 8009240022.3373 Email: [email protected] Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As an Associate Financial Advisor, Carter is able to provide credit union members with professional assistance, quality financial products and dependable service. Education Call today for more information or to arrange a meeting. There is no obligation.Financial Advisors
Alex Burian
B.S. Business Administration/Financial Services, University of Wisconsin—Stout
Tim Carlson
B.S. Career, Technical Education and Training, University of Wisconsin—Stout and an Associate Degree, Marketing, Chippewa Valley Technical College
Bob Dillon
Associate’s Degree in Education, South Suburban College, South Holland IL
Derek Reese
UW-Eau Claire, Business Management
Call today for more information or to arrange a meeting. There is no obligation.
Carter Christensen
UW-River Falls, Finance
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. WESTconsin Credit Union and WESTconsin Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WESTconsin Investment Advisors and may also be employees of WESTconsin Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of WESTconsin Credit Union or WESTconsin Investment Advisors. Securities and insurance offered through LPL or its affiliates are:
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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 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 or accepted from any resident of any other state.
LPL Financial Form CRS
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 advisory services.
Please visit: LPL Financial