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Partnering In Your Financial Future

WESTconsin Investment Advisors makes available a variety of insurance and investment products that complement those offered by WESTconin Credit Union. Our program can provide a package of protection and asset accumulation products that can help you pursue your personal financial objectives; whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement.

Our representatives are dedicated career professionals carefully selected and trained to serve credit union members. They can work with you to help you work toward your personal financial goals and provide information on the following services and products:

  • Insurance planning
  • Retirement planning
  • Investment planning
  • Education funding
  • Business planning
  • Estate planning
  • Annuities
  • Managed accounts
  • Mutual funds
  • Stocks/bonds

The WESTconsin Investment Advisors program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Privacy and security policies may differ between WESTconsin Credit Union and LPL Financial.

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Experienced Professionals Who Care

Your LPL Financial Advisor is fully registered, licensed and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and security for life.

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

Investment Advisors

  • Alex Burian

    Vice President—
    LPL Financial Advisor

    (800) 924-0022 ext. 7506 Email Alex
  • Tim Carlson

    LPL Financial Advisor

    (800) 924-0022 ext. 7219 Email Tim
  • Bob Dillon

    LPL Financial Advisor

    (800) 924-0022 ext. 7373 Email Bob
  • Matthew Pope

    LPL Financial Advisor
    (800) 924-0022 ext. 7382 Email Matthew
  • Derek Reese

    LPL Financial Advisor
    (800) 924-0022 ext. 7379 Email Derek
  • Carter Christensen

    WIA Associate Financial Advisor
    (800) 924-0022 ext.3373 Email Carter

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. WESTconsin Credit Union and WESTconsin Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WESTconsin Investment Advisors and may also be employees of WESTconsin Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of WESTconsin Credit Union or WESTconsin Investment Advisors. 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 or accepted from any resident of any other state.

Secure Your Future

Planning and saving for your future requires patience and attention...and often help from someone you know. That’s why working with a financial professional in this increasingly complete environment makes sense. Your unique needs are always put first by someone dedicated to making your financial planning and savings experience both rewarding and satisfying.

Contact an Investment Advisor today

WESTconsin Credit Union Notification:

You are now leaving the WESTconsin Credit Union website and going to a website not operated by WESTconsin. WESTconsin is not responsible for the content of this site and the privacy and security policies may differ from those practiced by WESTconsin. The third party website may provide less security than WESTconsin's website. WESTconsin does not represent the third party or you if you enter into a transaction. WESTconsin is not endorsing or guaranteeing the products, information or recommendations provided by linked sites. WESTconsin is not liable for any failure or services advertised on third party sites.

WELCOME! YOU ARE ABOUT TO ACCESS SERVICES PROVIDED BY CUNA MUTUAL GROUP.

The WESTconsin Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Privacy and security policies may differ between WESTconsin Credit Union and CUNA Mutual Group. You should understand that if you conduct business here, you are conducting business directly with CUNA Mutual Group.