By affiliating with us, your advisor has chosen to strengthen and elevate the services they provide to help guide you toward your financial goals. As the nation’s largest independent broker/dealer*, an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions**, we back the wisdom and experience of your advisor with an enormous catalog of services and resources, such as:
Objective market research
Ongoing practice consulting and training
*Based on total revenues, Financial Planning magazine 1996-2016
** Source: Ken Kehrer and Associates, 2013 TPM Study
Their research and market insights are always objective.
Your advisor is free to recommend any investments that will help you meet your financial goals.
The research team regularly reviews investment products, ensuring products your advisor recommends meet the rigorous standards of due diligence.
With your advisor, you can invest with confidence, knowing the guidance you receive is objective and grounded solely in the needs of your unique financial situation. Your advisor is free to recommend investments from some of the nation’s top providers in:
Financial planning—college, retirement, estate, etc.
High-net-worth products and services
Individual investments—stocks, bonds, mutual funds, trusts, annuities, etc.
And so much more
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Ann Re, David Connelly and Mike McDonald are financial consultants with LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. David Connelly and Mike McDonald offer Investment Advice through Western Wealth Management, a Registered Investment Advisor. LPL Financial, Investment and Retirement Center located at Air Academy Federal Credit Union, Air Academy Federal Credit Union, and Western Wealth Management are separate entities.