Connexus Investment Services Group

Reach your financial goals with our complimentary investment services for members.

About our Investment Services

All Connexus members are eligible for a complimentary financial consultation with one of our experienced Financial Professionals. We’ll create the initial plan and review it annually to make sure you’re on track to reach your goals.

How to get started

Contact a Connexus Financial Professional

Our advisors will work with you to create a plan based on your goals. Together, you’ll turn those plans into reality.

Choose a financial professional

Check the background of the investment professional associated with this site on FINRAs BrokerCheck

This is a free tool that researches advisors, brokers, or firms to help you make informed choices based on employment history, licensing information, and more.

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Educational investment tools

Get instant access to a library of educational articles and interactive planning calculators.

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Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Connexus Credit Union and Connexus Investment Services Group are not registered as broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Connexus Investment Services Group, and may also be employees of Connexus Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Connexus Credit Union or Connexus Investment Services Group.  Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay 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 made or accepted from any resident of any other state.

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 brokerage or advisory services.