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Wealth Management Services

Let us help you learn about the many ways you can start seeking growth and managing your wealth.

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Management

Accumulation

Preservation

Meet with a Financial Professional

We understand investing and financial planning can feel intimidating, so schedule a no-cost, no-obligation wealth management services meeting today.

Wendy Otterness

LPL Financial Advisor
Office: 715-398-8917

Schedule a Meeting with Wendy Email Wendy

Jacob Pentz

LPL Registered Administrative Associate
Office: 715-398-8918

Email Jacob

Plan for your Future

You may not have a crystal ball, but you can have confidence that your financial future is safeguarded with the proper wealth management strategies.

IRAs

When you want to save enough to retire comfortably, consider opening an IRA account so you can enjoy your life after completing a fulfilling career.

Brokerage Accounts

You may benefit from opening an account to help you manage a variety of investment products such as stocks, bonds, mutual funds, and ETFs.

Annuities

Annuities can provide accruing interest & future income over the years! Choose between a Fixed, Variable, Indexed or Single Premium annuity depending on goals, level of risk, & income.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

UTMA & 529 Accounts

You can help support your child's financial future by opening these accounts.

Life Insurance

Whether a whole or Term Life Policy is the best fit for you, you’ll have peace of mind knowing that the people you love most will be taken care of.

Investment Options

Stocks

Bonds

Mutual Funds

Annuities

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Plan for your future and start investing

You deserve the best financial future possible, so allow us to help you find the right products and services to grow your wealth potential.

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

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. Superior Choice Credit Union and SCCU Retirement & Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCCU Retirement & Financial Advisors and may also be employees of Superior Choice Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Superior Choice Credit Union or SCCU Retirement & Financial Advisors 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 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 lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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