Investment Services

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates.  Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor and separate entity from LPL Financial. UMe Credit Union and UMe Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMe Wealth Management and may also be employees of UMe Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of UMe Credit Union or UMe Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not UMe Credit Union Guaranteed | Not UMe Credit Union Union Deposits or Obligations | May Lose Value

UMe Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) 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:

https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

The financial professionals associated with LPL Financial 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.