BECU Investment Services

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

Our advisors offer full-service investment strategies and retirement advice and a spectrum of financial services combined with access to wealth planning through our relationship with LPL Financial. As registered representatives of LPL, these BECU Investment Services employees offer financial services, including products and services of LPL and its licensed affiliates.

Investment Management

The Financial Advisors* from BECU Investment Services can help you create your personal roadmap towards financial independence.

Retirement

Whether you’ve just started your first job or you’re just around the corner from retiring, we can help you create a personal retirement plan portfolio.

Guided Wealth Portfolios (GWP)*

Computer with Guided Wealth Portfolios on screen, BECU Investment Services

Get the benefits of a financial advisor combined with sophisticated technology.

Investment Tools and Calculators

You'll find smart tools and information you can actually understand - and starting using today.

Insurance

We can show you a range of strategies aimed to protect you and the people you care about from the consequences of accidents, illnesses, disability and death.

Life and Estate Planning

We provide guidance and strategies to work towards minimizing your estate tax liabilities and protecting your legacy that you can leave to loved ones.

Business Solutions

We offer simple-to-manage retirement plans, strategies to minimize your tax risk and diversify your portfolio—plus guidance for an exit plan if and when you’re ready.

*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

**Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. 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 read the LPL Financial Relationship Disclosure more detailed information.

The LPL Financial registered representatives associated with this website 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.