ASSET MANAGEMENT

RECEIVE PERSONALIZED ASSISTANCE IN MAKING SOUND FINANCIAL DECISIONS

Match your desires for growth, income, or risk.

ASSET MANAGEMENT

Receive personalized assistance in making sound financial decisions that match your desires for growth, income, or risk. Silver State Wealth Management professionals offer, through LPL Financial, fee-based asset management and access to mutual funds, individual stocks, and bonds.

Silver State Wealth Management

To discuss your existing Investment Accounts with an LPL Investment Advisor Representative, please call 833-921-4685.

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

EXPLORE OTHER WEALTH MANAGEMENT SERVICES

Investment & Insurance

Retirement Planning

Plan your retirement with experienced guidance.

Investment & Insurance

Investment Portfolio Analysis

Let the professionals help you manage your investment portfolio.

Investment & Insurance

Estate Planning Services

Manage your legacy with estate planning services.

Disclosures

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.  Silver State Schools Credit Union and Silver State Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Silver State Wealth Management, and may also be employees of Silver State Schools Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Silver State Schools Credit Union or Silver State Wealth Management. Securities and insurance offered through LPL or its affiliates are:

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.
Silver State Schools 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  current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS