New User Registration:
It's easy to sign up for WESTconsin Online, to enjoy the benefits of free online banking, free bill payment and free eDocuments!
- In the Username box, enter your WESTconsin member number (with no suffixes).
- In the Password box, enter your four-digit CALL-24 PIN (not your debit card PIN). If you do not have a CALL-24 PIN, please contact your local WESTconsin Credit Union office or (800) 924-0022 to obtain one.
For security reasons, after the initial login, you will be required to change your Username and Password.
If you need assistance, please call (800) 924-0022.
Browser Compatibility:
WESTconsin Online is compatible with Internet Explorer 11, Mozilla Firefox, Google Chrome and Safari 9.
Partnering In Your Financial FutureWESTconsin 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:
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. |
|
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.
Vice President— Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As an LPL Financial Advisor my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic? As an LPL Financial Advisor, Tim is able to provide credit union members with professional assistance, quality financial products and dependable service. Education Call today for more information or to arrange a meeting. There is no obligation.
LPL Financial Advisor Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As an LPL Financial Advisor, Alex is able to provide credit union members with professional assistance, quality financial products and dependable service. Education Call today for more information or to arrange a meeting. There is no obligation.
LPL Financial Advisor Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. As a Financial Advisor, Bob is able to provide credit union members with professional assistance, quality financial products and dependable service. Education Call today for more information or to arrange a meeting. There is no obligation.
LPL Financial Advisor Fax Number: (715) 233-2772 Direct Phone: 8009240022.7655 Email: [email protected] Website: https://www.cbsinvestorconnection.com/Advisors/Advisor_Bio?cuid=04802495&advisorid=22834 Alvarez earned his bachelor’s degree in Homeland Security from American Military University and is currently pursuing a master’s degree in Business Administration at UW-Whitewater. Alvarez was in the Army for 10 years, and while on active duty he served as a paratrooper at the 173rd Airborne in Italy. He has also served in the National Guard for 6 years, where he is currently a Staff Sergeant and serves as a Reconnaissance Team Leader with the Wisconsin National Guard. Alvarez has helped WESTconsin members reach their goals as a financial coach, “I like the idea of helping members secure their finances in a more involved way than simply opening accounts.” He continues, “as a Financial Advisor, I will be able to serve our members in a similar way, but on a significantly higher level.” Alvarez resides in Turtle Lake with his wife, Becca, and two dogs, Roxy and Griffin. They enjoy the outdoors and have travelled all over the country to hike at National Parks, including at Glacier, Rocky Mountain, and the North Cascades. They also love to travel internationally, and particularly enjoy tropical locations to see the birds and other unique animals. He can be contacted at (800) 924-0022 ext. 7655.Investment Advisors
Tim Carlson
LPL Financial Advisor
B.S. Career, Technical Education and Training, University of Wisconsin—Stout and an Associate Degree, Marketing, Chippewa Valley Technical College
Alex Burian
B.S. Business Administration/Financial Services, University of Wisconsin—Stout
Bob Dillon
Associate’s Degree in Education, South Suburban College, South Holland IL
Jose Alvarez
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.