Investment Services from BECU

Contact Us
dolores b. and tom r.

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. 

Access your Investment Account

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. We manage over 1 billion in advisory and brokerage assets held with LPL Financial. 

Direct Access to  Local Professionals

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.

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.

Meet the Team

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

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.

*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