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04/16/2024

Accessible wealth management

TruStage™ Wealth Management Solutions

If your advisors find themselves stuck performing operational tasks instead of having time to help members strategically plan for their future, turn to TruStage Wealth Management Solutions. This offering is designed to simplify and streamline your investment services to support your credit union’s growth while prioritizing the recruitment and development of your advisors.

Two women talking to each other, with a tablet in front of them

Elevate your credit union to the next level

More than half of members prefer going to their credit union for investment advice,1 yet only about 2% do.2 Make your credit union members fully aware of your investment services by offering TruStage Wealth Management Solutions. When you work with us and LPL Financial* (LPL) through our alliance, you and your members benefit from a comprehensive wealth management program dedicated to your goals.

Key benefits:

  • Strategic planning capabilities to scale your end-to-end wealth management business, with you and your members at the center.
  • Advisor recruitment with personalized, in-field training, coaching and onboarding.
  • Ongoing advisor development through our Advisor and Honors Academies.
  • Robust data and insights into your members’ needs.
  • Value-driven products, services, state-of-the-art tools and intuitive technology.
  • Regulatory and compliance guidance.
  • An extensive library of multi-channel marketing materials.

State-of-the-art wealth management services designed for credit unions

We know credit unions

Credit unions are the foundation of our rich history. We have a deep knowledge and respect for the industry which is why leveraging TruStage Wealth Management Solution's program consultation and support services and LPL’s investment and wealth management services makes sense.

Go beyond deposits and loans

The financial wellness of members is at the core of any credit union’s mission — and TruStage Wealth Management Solutions and LPL can help expand those opportunities. Create an environment where members come to you first with their investment needs.

Valued alliances

TruStage Wealth Management Solutions formed a strategic relationship with LPL Financial to deliver industry-leading digital capabilities, enhanced client portal experiences, secure communication abilities and momentum-building resources.

Data that delivers

Manage and maximize your wealth management program with clear actions for growth through tailored industry insights and member data to help inform your program growth strategies. Plus, robust marketing materials make it easy to connect with members.

Are you a financial advisor exploring career options with LPL Financial?

Visit the LPL Financial site to learn more

 

Are you an investor looking to access your account through LPL Financial?

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Contact our team to get started

Investment services don’t need to be an afterthought. Position your credit union as a go-to financial resource that helps retain members while attracting the next generation.

Let's talk

 

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.

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

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.