Ascend Retirement and Investment Services

The Ascend Retirement and Investment Services program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information about LPL Financial, please visit

Whether you want to create a retirement plan or just need assistance with your 401(k) plan distribution options, our financial professionals are here to help with no-cost, no-obligation advice, and a wide range of investment accounts.

Check the background of this firm on FINRA's BrokerCheck.

Services from Ascend


Ascend Retirement and Investing Planning

Ascend Retirement and Investment Services offers no-cost, no-obligation professional investment advice.

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Individual Retirement Accounts (IRAs)

Learn about the different types of IRAs, start planning for retirement, and open an account.

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The financial advisors at Ascend Retirement and Investment Services are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor (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.

Your Credit Union, Ascend Federal Credit Union 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 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.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union

Not Credit Union Deposits
or Obligations

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