UnitedOne 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.
UnitedOne Retirement & Investment Services
Located at UnitedOne Credit Union
Schedule a no-cost personal consultation with Jason or Rob today! They are available to meet at these registered** UnitedOne Retirement & Investment Services (RIS) office locations:
South 10th St. - Manitowoc
1117 South 10th St.
Manitowoc, WI 54220
(920) 652-2570
Invest@UnitedOne.org
Hours
Monday - Friday
9:00 a.m. - 5:00 p.m.
Sheboygan North - Sheboygan
2122 Superior Ave.
Sheboygan, WI 53081
(920) 652-2570
Invest@UnitedOne.org
Hours
Monday - Friday
9:00 a.m. - 5:00 p.m.
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.
*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. UnitedOne Credit Union & UnitedOne Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UnitedOne Retirement & Investment Services, and may also be employees of UnitedOne Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UnitedOne Credit Union or UnitedOne Retirement & Investment 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 |
**Registered locations provide full access to advisor resources, though appointments to meet with Jason or Robert at any UnitedOne Retirement & Investment Services office can be scheduled.
CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not affiliated with LPL Financial.