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KSFCU Investment & Insurance Services:
Advice, delivered through a Financial Advisor, is at the core of Kern Schools Wealth Management Investment & Insurance Services. Our Financial Advisors registered through LPL Financial can help you establish your financial goals, assess your tolerance for market risk, develop a comprehensive plan, and build a portfolio that will help you realize your goals. In addition, your Financial Advisor will review your plan and your portfolio periodically to help you keep them in line with changes in your life and market conditions. Kern Schools Wealth Management Investment & Insurance Services provides through LPL Financial a full range of investment products and services to Credit Union members as well as non-members.
  • Term Life Insurance
  • Long Term Care Insurance
  • Financial Planning
  • Retirement Planning
  • 403b Solutions
  • College Planning
  • Investment Advice
  • Brokered CD's
  • Tax Advantage Strategies
  • Wealth Accumulation and Preservation Strategies ... with a full range of Investment products available through our broker dealer, LPL Financial 
  • Stocks
  • Bonds
  • Mutual Funds
  • Tax Deferred Annuities
For specific tax advice please consult a qualified tax professional.

Meet our team to find an advisor for you!

 
 
 

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Kern Schools Federal Credit Union and Kern Schools Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor

The investment products sold through LPL Financial are not insured Kern Schools Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Kern Schools Federal Credit Union and are not endorsed, recommended or guaranteed by Kern Schools Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

 


Check the background of this financial professional on FINRA's BrokerCheck.