Connexus Investment Services Group
Work toward your financial goals with our complimentary investment services for members.
Pursue your financial goals
As a Connexus Credit Union member, you are eligible for a complimentary financial consultation with an experienced financial advisor. We’ll create the initial plan and review it annually to ensure you’re on track toward your goals.
Our services
Every member’s financial needs are unique. We offer a variety of account options and services to help you reach your goals.
- Retirement planning
- Retirement accounts
- Tax-advantage investment planning
- Education accounts & planning
- 401(k) planning
- Life insurance
- Long-term care insurance
- Wealth preservation & legacy planning
Contact our Investment Services team today
Our team will work with you to create a plan based on your goals.
Troy Barta, CFP® CRPC®
Vice President – Wealth Management
Sharon Andoh
Administrative Specialist – Wealth Management
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Connexus Credit Union and Connexus Investment Services Group are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Connexus Investment Services Group, and may also be employees of Connexus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Connexus Credit Union or Connexus Investment Services Group. Securities and insurance offered through LPL or its affiliates are:| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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 visit for more detailed information.