BECU Investment Services

Helping you plan for the future.

Contact Us
dolores b. and tom r.

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Automated and Full-Service Investment Management

Our advisors offer full-service investment strategies and retirement advice and a spectrum of financial services combined with access to wealth planning 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. As registered representatives of LPL, these BECU Investment Services employees offer financial services, including products and services of LPL and its licensed affiliates.

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

*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

**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 are not registered broker/dealers and are not affiliated with LPL Financial.

Not Credit Union Guaranteed
Not Obligations of BECU
May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of all 50 states.

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