Ascend Retirement & Investment Services
The Ascend Retirement & Investment Services program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. For more information about LPL, visit LPL.com.
Ascend Retirement & Investment Services offers no-cost, no-obligation professional financial guidance to all credit union members. Whether you're beginning to invest or want to catch up on retirement savings, advisors can help you pursue your goals.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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.
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.