Wings wealth management
For investing, retirement planning, and financial confidence.
Meet Wings' wealth advisors
We look at your full financial picture — and the opportunities along the way to strengthen it. Our expertise means we can dig into the details of your finances to help build the best possible future, full of possibility.
Free, personalized consultations
Salaried advisors with experience at every level
Member-focused planning
What we can do
-
- Complete financial strategies
-
- Traditional/Roth IRAs and 401(k) rollover services
-
- 401(k) services
-
- Estate planning and asset allocation
-
- Investments, annuities, and trust services
-
- Tax-deferred annuities
-
- Retirement and retirement income planning
-
- Personal financial planning
-
- Mutual funds
-
- Self-directed online investing
-
- Tax-free bonds
-
- Insurance, including long-term care
-
- And more
Ask a Wings wealth advisor
Contact a LPL wealth advisor today for a free, no-obligation consultation at 719-574-1100 ext. 6550 or 800-525-9623 ext. 6550.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Medicare guidance services
If you're starting to explore healthcare coverage options after turning 65, the details can get overwhelming. Medicare Guidance Services provides licensed support for Medicare enrollment along with annual coverage reviews.
BrokerCheck
Use this free tool to look into brokers, advisors, and firms — so you have the full picture of the professional you're working with.
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. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial 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 |
Your Credit Union ("Financial Institution") 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 for more detailed information.
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 made or accepted from any resident of any other state.
