UW Credit Union, LPL Form Investment Pact
The $1 billion UW Credit Union said it has teamed up with LPL Financial to enhance support of its investment products and advice to members.
Independent broker-dealer LPL Financial serves approximately 730 financial institutions including credit unions.
It was important to UWCU to align with a partner that supports the credit union’s commitment to transparency and the well-being of its members, said Maggie Hertz, executive vice president and chief operating officer of the Madison, Wis.-based cooperative.
UWCU serves more than 163,000 members.