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Retirement & Investing Personnel

Financial Personnel

 
Doug Adams Headshot

Doug Adams

Financial Advisor
MEMBERS Financial Services

Ron Huck Headshot

Ron Huck, CFP®

CERTIFIED FINANCIAL PLANNER®
VP, MEMBERS Financial Services

Larry Wajsman Headshot

Larry Wajsman, CFP®

CERTIFIED FINANCIAL PLANNER®
VP, MEMBERS Financial Services

Jay Nelson Headshot

Jay Nelson, CRPC®

Sales Assistant
MEMBERS Financial Services

Kimberly Duncan Headshot

Kimberly Duncan

Coordinator
MEMBERS Financial Services

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

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. Associated Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union or MEMBERS Financial Services. 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 (“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

LPL Financial Form CRS