A financially sound future.

We’re Here to Help

No matter your stage of life, the professionals at Complex Community Investment Services can set you on the path toward a brighter and more financially sound future. Even as your needs change, our representative is here to help you develop a personalized strategy. The Financial Professional can lead you in determining:

Investment goals and objectives
Time horizon
Cash flow needs
Financial resources

Meet Rob! Your Complex Community Investment Services Advisor.

Rob Stephenson, Financial Advisor

Phone: 888.441.0112 I Fax: 608.236.8160
Email: Rob.Stephenson@lpl.com

Schedule An Appointment!

The MEMBERS Financial Services Program is offered through LPL Financial. For more information about LPL Financial advisors, please visit lplfinancial.com.^

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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

Click the button below for access to your investments account or to find out more about what our Investment Services program has to offer.

Account View

^Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Complex Community 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 Complex Community Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Complex Community Federal Credit Union or Members Financial Services. Securities and insurance offered through LPL or its affiliates are:

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.

Complex Community 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. The Financial Institution is not a current client of LPL for advisory services.

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

lpl-financial-relationship-summary