Ascend Retirement and Investment Services - Stephen Yun

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Stephen Yun, Financial Advisor

Stephen's coverage areas are Bellevue, Charlotte, Dickson, Elm Hill, Gallatin, Green Hills, Hendersonville, Hermitage, Lebanon, and Mt Juliet.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

In his role assisting members with their wealth management, preservation, and legacy planning, Stephen prioritizes developing personalized strategies tailored to each member's individual needs. He is dedicated to creating a comprehensive strategy that aligns with both short-term and long-term objectives, to promote financial growth and goal attainment. Stephen holds a Bachelor of Science degree in Business Administration, with a concentration in Economics, from Austin Peay State University. He has been working in the investments industry since 2017.

Schedule an Appointment

Stephen.Yun@lpl.com
(931) 454-2915
1915 Glen Echo Rd
Nashville, TN 37215

Securities and advisory services are offered through, LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ascend Federal Credit Union and Ascend Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascend Retirement and Investment Services, and may also be employees of Ascend Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascend Federal Credit Union or Ascend Retirement and Investment Services.

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

Ascend Federal Credit Union ("Ascend") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Ascend for these referrals. This creates an incentive for Ascend to make these referrals, resulting in a conflict of interest. Ascend is not a current client of LPL for advisory services. Visit lpl.com/disclosures/is-lpl-relationship-disclosure for more 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.

LPL Financial Form CRS.