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USE Investment Services: Helping Turn Your Dreams into Reality

We've teamed up with LPL Financial to expand your investment opportunities beyond traditional savings alone. In fact, our members even have their own dedicated financial advisor.

Some of the investment products and services you have access to include:

  • Professional asset management
  • Individual stocks and bonds
  • Mutual funds
  • Tax-deferred annuities
  • Insurance products
  • Education planning and 529 plans
  • Estate planning

Get a Free Retirement Review
Whether you're new to investing or would like a second opinion on your current retirement plan, we're here to help. Retirement reviews are free with no obligation.


Meet Your Financial Consultants

Jim Froman
advisor
CA Insurance License #0D57554
Direct Line: 619.337.3985
Toll-Free: 866.873.4968

Christopher Kemp
CA Insurance License #0F83451
Direct Line: 619.629.8770
Toll-Free: 866.873.4968

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

The Financial Consultants of USE Credit Union are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. USE Credit Union and USE Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

NOT NCUA INSURED NOT CREDIT UNION GUARANTEED MAY LOSE VALUE

 

THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: CALIFORNIA, COLORADO, FLORIDA, OREGON, VERMONT AND WASHINGTON.