Centralized Wealth Advisor

Samuel Rios-Lazo

385-366-0320
srioslazo.lpl@macu.com
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Meet the Investment Team

Samuel Rios-Lazo

Centralized Wealth Advisor


Samuel Rios-Lazo joined the Mountain America Investment Services team in 2023. After becoming licensed in 2025, Samuel has been serving credit union members as a centralized wealth advisor. Samuel's clients rely on his experience in wealth management, financial planning and retirement planning to help them toward achieving their financial goals.

Samuel has a bachelor’s degree in psychology and a Certificate of Proficiency in Personal Financial Planning from Utah Valley University. He holds Series 7, Series 66 through LPL Financial and life insurance licenses.

Outside of work, Samuel enjoys watching and playing sports, trying new foods, taking in movies and spending time with his wife.



CONDUCT BACKGROUND CHECK

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. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.