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TDECU Wealth Advisors

TDECU Wealth Advisors

How can your money work for you?

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Concerned about the market?

This year has been challenging for our investors and we want to make sure you have the most up-to-date information. Check here for our recent insights on market volatility.

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Your financial dreams are our priority

We’ll help get you there — from home ownership to retirement. Our experienced Wealth Advisors can help with all your financial planning needs. As an investment client, you get access to objective, professional advice on everything from retirement planning to wealth management — tailored to your needs and goals. Whenever you’re ready to start the conversation, we are here to help. Your future. Uncomplicated.®

Our Wealth Advisors provide a full range of financial services

Whatever your financial and wealth management goals are, our Wealth Advisors can help you with our suite of services. 

Financial planning

Financial portfolios

Investments and savings

Retirement planning

Saving for higher education

Insurance planning

  • Life Insurance (term, universal, whole, variable)
  • Long-term care financial plans
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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Ready to talk to a Wealth Advisor?

Our Advisors are ready to help you achieve more.

  • Financial planning
  • Investments and savings
  • Financial portfolios
  • Retirement savings
  • Insurance planning
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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. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, 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, TDECU or TDECU Wealth Advisors. 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

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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 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.

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