Contact OSCU Wealth Management
Contact OSCU Wealth Management
To make an appointment with one of our LPL* Financial Advisors please submit your full name and email address. Please include your phone number and who referred you to Investment Services along with any additional comments you may have. We serve members within 31 Oregon and Washington counties.
By clicking submit, you will authorize an advisor to contact you using the telephone or e-mail address listed below, even though this phone number may appear on the national or your state Do Not Call Registry.
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* 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. Oregon State Credit Union and OSCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OSCU Wealth Management, and may also be employees of Oregon State Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oregon State Credit Union or OSCU Wealth Management. 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 advisory services. Please review LPL Financial Disclosures for more detailed information.
The LPL Financial registered representative(s) 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.