Scam Alert: U1 members have received text messages from fraudsters asking to confirm specific charges and/or transactions. Do not respond or click any links in the text message. This is a scam. U1 will NEVER contact you via phone or email asking for personal or account information. Please do not give out your personal or account information if you receive a similar text or phone call. Click here for more information. 

Go to main content Universal 1 Credit Union

U1 Financial Advisors

Home > Everyday Banking > U1 Financial Advisors

Home > Everyday Banking > U1 Financial Advisors

Prepare, invest and preserve your future

U1 Financial Advisors Investments & Insurance

With so many options and possibilities out there, planning your financial future can be a confusing journey. That's why the professionals at U1 Financial Advisors are here. Set up an appointment to learn more about saving for retirement, IRAs or investing.


Check the background of an investment professional on FINRA's BrokerCheck website


Set up an Appointment 


  • Save for retirement
  • Living in retirement
  • Savings for college

Speak with an Advisor 


  • IRA
  • Mutual Funds
  • Stocks & Bonds
  • Managed Accounts

Speak with an Advisor


  • Life Insurance
  • Long-Term Care
  • Annuities 

Speak with an Advisor


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. Universal 1 Credit Union Inc and U1 Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using U1 Financial Advisors, and may also be employees of Universal 1 Credit Union Inc. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Universal 1 Credit Union Inc or U1 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


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 (Universal 1 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 for more detailed information.

©Copyright 2022, CUNA Mutual Group. All Rights Reserved.

Go to main navigation


Find out the latest news, events and U1 happenings here.


Member Eligibility

U1 membership eligibility is available through many outlets. Find out how to become a
U1 member here.

Go to main navigation