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.
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. We manage over 1 billion in advisory and brokerage assets held with LPL Financial.
Questions? Financial advisors** are all right here, ready to talk in person or over the phone. Whatever works best for you. 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*. Instead, they work to understand where you are in life and create objective plans that match your financial goals now and in the future.
Read more about our team of knowledgeable and experienced advisors and contact any of us directly to set up your complimentary consultation.
Jeremy specializes in retirement planning, VIP, 401(k) and 403(b) rollovers, Traditional and Roth IRAs, annuities, long term care and life Insurance.
He earned a Bachelor’s degree in Business Administration with a concentration in Finance and Economics from Western Washington University. Jeremy holds licenses in Life and Disability Insurance, as well as Series 7 and 66 securities registrations with LPL Financial. Contact Jeremy at 206-812-5356 or email him at firstname.lastname@example.org.Read more Read less
With 16 years in the industry, Michael helps members work toward financial and retirement goals by focusing on risk reduction, a reasonable return and sound stewardship of the core portfolio.
Prior to BECU, Michael served as an Officer in the U.S. Army for 22 years. He holds a BA in Accounting, a BS in Psychology, an MS in Systems Management and an MBA, in addition to, Series 7, 63, and 66 licenses with LPL Financial. Contact Michael at 206-812-5244 or email him at email@example.com.Read more Read less
Darren has 18 years of experience in the financial services industry. He works with members to gain a thorough understanding of their goals and dreams, then customizes a strategy to work towards meeting their needs.
Darren graduated from the University of Washington with a BA in Business Administration. He holds Series 7, 65, & 66 registrations through LPL Financial and Washington State Life and Disability Insurance. Contact Darren at 206-436-2829 or email him at Darren.firstname.lastname@example.org.Read more Read less
Brenda’s areas of expertise include Roth/Traditional IRAs, VIP, 401K, and 403B rollovers, fixed and tax free income strategies, annuities, and retirement planning.
She earned a BA degree in finance from Wayne State University and holds Series 7 and 66 registrations & insurance licenses through LPL Financial. Prior to joining BECU, Brenda was a Financial Advisor at Edward Jones Investments. Contact Brenda at 206-812-5144 or email her at email@example.com.Read more Read less
*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 Garunteed||Not Obligations of BECU||May Lose Value|