Investment Services

Helping you plan, save and invest for the future.

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Strategies to help you build, manage and transfer wealth.

The reason you like banking with BECU is the same reason you’ll like investing with BECU Investment Services. It starts with the credit union philosophy of always doing what’s best for our members. Our goal is to create a complete financial framework for your life, reflecting your priorities and changing life circumstances.

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Full-Service Investment Management

We offer full-service investment strategies and retirement advice and a spectrum of financial services combined with access to financial planning resources through our relationship with LPL Financial. 

Direct Access to Local Professionals

Questions? Financial advisors** are all right here, ready to talk in person or over the phone. They work to understand where you are in life and create objective plans that match your financial goals now and in the future. And unlike some financial institutions, Financial Advisors at BECU Investment services are BECU employees registered with LPL Financial and are not paid solely on commission.* As registered representatives of LPL, these BECU employees offer financial services, including products and services of LPL and its licensed affiliates, through BECU Investment Services.

Meet the Team

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Or call us at 800-233-2328 ext. 5720.

*Investing in securities may involve fees or commissions.

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

Not NCUA/NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

BECU Investment Services Corporate Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL Financial are separate entities.