Retirement, Insurance, and Investment Services for life.
Gather Federal Credit Union provides access to financial management services through MEMBERS Financial Services. Their professionals help members organize their investment and insurance needs and plan for the future. Their major objective is to show members how to use their financial potential to work toward their future goals. Initial consultations are offered at no cost.
MEMBERS Financial Services offers access to the following products and services:
- Retirement Planning
- Retirement Investments
- 401K and IRA Rollover Services
- Investing Funds for Higher Education
- Fixed and Variable Annuities
- Life Insurance
- Long-Term Care Insurance
Rob Stephenson, Financial Advisor
Phone: 888.441.0112 I Fax: 608.236.8160
Email: Rob.Stephenson@lpl.com
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. Gather Federal Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services, and may also be employees of Gather Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gather Federal Credit Union or MEMBERS Financial 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 |
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.
Gather Federal 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.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html more detailed information.
