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. Ā Even as your needs change, our representative is here to help you develop a personalized strategy. Ā The Financial Professional will lead you in determining:

  • Investment goals and objectives
  • Time horizon
  • Cash flow needs
  • Financial resources

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Investor Connection Center
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).Ā Insurance products are offered through LPL or its licensed affiliates. Complex Community Federal Credit Union and Complex Community Investment ServicesĀ are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Complex Community Investment 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 Complex Community Investment 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

Your Credit Union (ā€œFinancial Institutionā€) provides referrals to financial professionals of LPL Financial LLC (ā€œLPLā€) 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 visitĀ https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.htmlĀ 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.