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TDECU Wealth Advisors: Investing Advantage

TDECU Wealth Advisors:
Investing Advantage

We are committed to helping our Members work toward their financial goals

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Benefit from strategic planning and investing

TDECU is your investment partner, committed to your long-term success. Our experienced Advisors provide personalized guidance, planning tools, and valuable resources to help you pursue your financial goals with purpose.

Why Choose Us

We are a financial cooperative driven by our Members. That means your goals come first.

We focus on thoughtful planning, proactive strategies, and long-term results—not short-term performance. As a Member-owned organization, your financial well-being guides every recommendation we make.

Get personalized financial planning from professionals you can trust

Set up a convenient time for an introductory meeting

Our team of experienced Wealth Advisors will work closely with you to help you navigate important financial decisions and life events. We also work with a wide network of trusted legal, real estate, insurance, and other professionals to support all of our clients’ financial management needs.

Our Wealth Advisors are invested in your financial success

Enjoy a complete range of financial planning advice.
Assess your current financial situation and future goals.

Assess your current financial situation and future goals.

Create a budget and set up investments.

Create a budget and set up investments.

Save more for retirement.

Save more for retirement.

Plan for big purchases, like a home or college.

Plan for big purchases, like a home or college.

Manage your assets to preserve and grow their value.

Manage your assets to preserve and grow their value.

Create your legacy to take care of loved ones.

Create your legacy to take care of loved ones.

Ready to talk to a Wealth Advisor?

Our Advisors are ready to help you achieve more.

  • Financial planning
  • Investments and savings
  • Financial portfolios
  • Retirement savings
  • Insurance planning
Talk to an Advisor

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

LPL Financial Form CRS
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. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth 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

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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

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We only link to sites that we feel will be valuable to our members, but we have no control over these external sites. TDECU does not provide, and is not responsible for, the product, service, overall website content, security, or privacy policies on any external third-party sites.

If you find that there is anything we should be aware of on the site you are visiting, please let us know.

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