WSECU Investment Services

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WSECU Investment Services Securities offered through LPL Financial member FINRA/ SIPC finra.org sipc.org. Insurance products offered through LPL Financial or its licensed affiliates.

Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor. Not NCUA Insured | No Credit Union Guarantee | May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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.

A will is important. But for affluent families, it's often just the starting point.Swipe to learn more ➡️
10/16/2026

A will is important. But for affluent families, it's often just the starting point.

Swipe to learn more ➡️

For many millennials, millionaire retirement status can feel simultaneously necessary and out of reach. But Vanguard’s l...
10/13/2026

For many millennials, millionaire retirement status can feel simultaneously necessary and out of reach. But Vanguard’s latest retirement data suggests the picture is not all bleak.

🎉 Meet Gunter! 🎉We're excited to welcome Gunter to the team and celebrate a big accomplishment: he recently passed his S...
10/08/2026

🎉 Meet Gunter! 🎉

We're excited to welcome Gunter to the team and celebrate a big accomplishment: he recently passed his Series 65 exam!

Gunter is passionate about helping clients pursue their goals with confidence through personalized guidance, strong relationships, and ongoing support. When he's not meeting with clients, you'll find him hiking, skiing, playing board games, or performing with local bands around Olympia. 🎸

Join us in welcoming Gunter! 👏

October is Financial Planning Month! Adaptive financial planning isn’t just about reacting but proactively preparing for...
10/01/2026

October is Financial Planning Month! Adaptive financial planning isn’t just about reacting but proactively preparing for a range of possibilities that could lead to positive outcomes.

Book an appointment today: wsecu.org/about-us/financial-wellness ☀

How financially prepared do you feel?In just a few minutes, our Financial Well-Being Quiz can help you uncover education...
09/30/2026

How financially prepared do you feel?

In just a few minutes, our Financial Well-Being Quiz can help you uncover educational resources tailored to your specific needs and goals. Get a customized playlist designed to help you build knowledge, make informed decisions, and feel more confident about your financial future.

🔗 Discover what's next on your financial journey here: https://wsecufinancialwellbeing.everfi-next.net/student/personalized_dashboard/financialwellbeing/personalized-playlist

“Wealth isn’t primarily determined by investment performance, but by investor behavior.” - Nick MurrayLearn how we can h...
09/28/2026

“Wealth isn’t primarily determined by investment performance, but by investor behavior.” - Nick Murray

Learn how we can help you on the road to retirement at https://wsecu.org/investing/retirement

Address

330 Union Avenue Se
Olympia, WA
98501

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