BECU Investment Services
Our advisors offer full-service investment strategies and retirement advice, and financial services combined with access to wealth planning through our relationship with LPL Financial. As registered representatives of LPL, these BECU Investment Services employees offer financial services, including products and services of LPL and its licensed affiliates
Already have an account?
Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.
Retirement
Create a personal retirement plan that aligns with your ideal future.
Retirement ServicesInvestment Management
Plan for financial independence with help from BECU Investment Services.
Investment ServicesLife & Estate Planning
Get guidance that may help protect the legacy you leave to loved ones.
Life & Estate PlanningInsurance Planning
Learn strategies aimed to help support you during life's unexpected challenges.
Insurance PlanningInvestment Business Solutions
From retirement plans to employee seminars, we can assist your business with financial decisions.
Investment Business SolutionsAdditional Investment Resources
Learn About Investments
Our financial experts developed a handful of resources to help you plan for your future.
**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. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
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 brokerage or advisory services.
Please read the LPL Financial Relationship Disclosure more detailed information.
The LPL Financial registered representatives 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.