SESLOC Wealth Management Transitions to LPL Financial

At SESLOC Credit Union, we are continually working to improve your experience at every stage of your financial life. This includes Wealth Management, where we have some exciting changes to announce.

As of May 17, 2025, SESLOC’s brokerage arm offering non-deposit investment services transitioned from CUSO Financial Services, LP to LPL Financial. LPL is the nation’s largest independent brokerage firm and is also a federally registered investment advisor.

The decision to align with LPL was made to provide you with enhanced tools, resources, and technology to better meet your financial goals. As a trusted leader in the financial services industry, LPL offers an expansive platform and innovative solutions that will allow us to deliver an even higher level of service. We believe this partnership with LPL will offer you significant benefits, including access to industry-leading technology, a broader range of investment options, and a commitment to helping you pursue your financial goals with confidence.

When it comes to your investments and the services, you’ll see very little change. Your accounts will remain the same, and you’ll continue to work with SESLOC’s financial advisor. We will remain on your side to answer all your questions and help you work towards your long-term goals. And you can always make an appointment anytime to go over your current plans and adjust based on your projections.

Thank you for your continued trust in SESLOC and for allowing us to assist with your investment goals. We are excited about new opportunities offered through LPL and we are committed to leveraging new resources for your financial benefit. It’s just another way we help members save more.

* 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.  SESLOC Credit Union and SESLOC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SESLOC Wealth Management, and may also be employees of SESLOC Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SELSOC Credit Union or SESLOC Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

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.

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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

For additional information, please visit www.lpl.com/CRS.