As a BECU member, you have access to sound financial guidance from teams dedicated to your financial well-being. Get unbiased, personalized advice that helps you work toward your goals.

Investment Advice You Can Trust

With BECU Investment Services, you will receive investment advice you can trust from BECU employees who believe in our credit union values of service and integrity. The Financial Advisors* at BECU Investment Services work with you to create and manage your personalized investment and retirement plan.

Through our relationship with LPL Financial, Member FINRA/ SIPC, one of the nation's leading diversified financial services companies and the nation’s largest independent broker/dealer1, we provide access to a world-class body of financial planning resources— so you’ll always have what it takes to make informed decisions and invest your money with confidence.

Learn more about BECU Investment Services

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How we can help:

Investment Management and Advisory ServicesRetirement PlanningIRAs and Rollover StrategiesWealth Preservation and Estate PlanningCollege Savings ProgramsInsurance

*Financial Advisors are with and Securities, Advisory Services are offered through LPL Financial, a Registered Investment Advisor, and Member FINRA/ SIPC. Insurance Products are offered through LPL Financial or it's licensed affiliates. BECU and BECU Investment Services are not a registered broker/dealer and have a brokerage affiliate arrangement with LPL Financial. Investments are:

Not NCUA/NCUSIF InsuredNot Credit Union GuaranteedMay Lose ValueNot Obligations of BECU

LPL Branch Office located at BECU, 12770 Gateway Drive., Tukwila, WA 98168

What is BECU Investment Services?

Our personalized investment strategies and planning services will help you make the right decisions throughout your financial journey.

What is BECU Trust Services?

Our confidential trust and investment management services help make life simpler when you want assets managed on your behalf.

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BECU Investment Services: Working Together for Your Financial Success

Presenter: Michael W. Dukes, Financial Advisor, BECU Investment Services*

Learn how our Financial Advisors* can help you take control of your financial future through investment and retirement planning, investment management, and funding a college education or long-term care.

Download  MP3  | Transcript (pdf)

*Financial Advisors are with and Securities, Advisory Services are offered through LPL Financial, Member FINRA/SIPC. Insurance Products are offered through LPL Financial or it’s licensed affiliates. BECU and BECU Investment Services is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are: