Connexus Investment Services Group
Reach your financial goals with our complimentary investment services for members.
About our Investment Services
All Connexus members are eligible for a complimentary financial consultation with one of our experienced Financial Professionals. We’ll create the initial plan and review it annually to make sure you’re on track to reach your goals.
How to get started
Contact a Connexus Financial Professional
Our advisors will work with you to create a plan based on your goals. Together, you’ll turn those plans into reality.
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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.