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U1 Financial Advisors

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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 investment professionals associated with this site on FINRA's BrokerCheck.
For information on the services offered, please see the LPL Financial Form CRS

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



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



  • Life insurance
  • Long-term care
  • Annuities 



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.

Universal 1 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.

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


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Member Eligibility

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

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