What is LPL Financial?

In order to provide our members with the best and most complete financial packages, Mountain America has contracted with LPL Financial to offer investment services.

Schedule Consultation

What is LPL Financial?

In order to provide our members with the best and most complete financial packages, Mountain America has contracted with LPL Financial to offer investment services.

Who is LPL Financial?

LPL is one of the nation’s leading diversified services companies and the largest independent broker-dealer, supporting more than 12,000 financial advisors and 750 financial institutions nationwide.

Wealth Advisors at Mountain America are dual employees of the credit union and LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America.
 

How do you get started?

Call us at 1-800-540-7670 or 801-325-6260 to meet with a Wealth Advisor. During the appointment, your advisor will review your financial history to better understand your needs. Once your plan has been created, you and your Wealth Advisor will continue your partnership to turn your financial dreams into realities.
 

Already a Mountain America member?

Managing your LPL account is made easy with a single page of information. If you are interested in seeing your LPL account through Mountain America’s Online Branch, please call 1-800-540-7670, 801-325-6260 or contact your Wealth Advisor

For your free, no-obligation consultation call us today.

For a list of investment products and services offered by Mountain America Credit Union and LPL Financial, and their definitions, click here.

Connect with us

Live Help

Chat With A Member Of Our Support Team

First Name
*
Last Name
*
Email
*
Topic
*

*

CHAT SUPPORT IS AVAILABLE

Monday - Friday: 9:00 AM - 6:00 PM MDT
Saturday - Sunday: Closed

Check out our FAQs

Which type of account would you like to register?

(including re-registrations)