Find a Financial Consultant

Get personalized financial advice from experts with years of experience. Our financial consultants are registered through LPL Financial and have a commitment not only to you but to the community you live in. We believe this passion to the local community helps them better understand your unique needs and equips them to pursue your financial goals. Contact a Financial Consultant in your area for a no-obligation consultation. Please call or email to schedule a confidential appointment. 

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

Find a Financial Consultant Near You

First Appointment Checklist

Prior to your first appointment, you'll be asked to locate and bring the following items:

  • Most recent Tax Return
  • List of what you own and owe
  • List of your estimated monthly expenses
  • Most recent pay stub
  • Information regarding any employee benefits
  • Insurance policies or statements
  • Wills or trusts
  • Estimate of Social Security benefits
  • Any questions you may have

Planning and Needs Assessment

Your Financial Consultant can objectively:

  • Analyze

    Your consultant will analyze your assets, liabilities, cash flow and budget
  • Assess

    Assess your needs regarding immediate income, educational expenses, retirement income and special situations 
  • Plan

    Determine your investment risk tolerance and time horizons
  • Review

    Review your short-term and long-term financial goals

Personalized Strategies

After careful study, your Financial Consultant can provide you with detailed recommended strategies for asset allocation, insurance coverage and tax reduction—personalized to help you reach your financial goals.

Ongoing Review and Reports

You'll receive regular statements and yearly reports from your Financial Consultant. When appropriate, strategies will be re-evaluated and changes suggested.

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. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Landmark Credit Union GuaranteedNot Landmark Credit Union Deposits or ObligationsMay Loose Value

The LPL Financial registered representatives 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.

Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC 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 visit