Guided Wealth Portfolios
Guided Wealth Portfolios empowers you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs). Unlike other online investment tools that typically require a large investment before granting access to a real-live Financial Advisor, Guided Wealth Portfolios gives you access for just a $5,000 initial investment.
Jeff Petronack, Wealth Advisor - CFP® RICP®
I love using my financial planning background to help ensure my clients are on track for retirement – and that I give them confidence knowing they can do the things they want later in life.
John Degelmann, Wealth Advisor - CIMA® CFP®
I’m an experienced financial advisor with over 25 years in the financial services industry. My practice is based on three core principles: fee transparency, asset allocation and knowing my customer.
Marc Kenville, Wealth Advisor - RICP®
I've been in this industry since 2008. All of my experience helps me focus on helping members with what matters: retirement planning and investment management.
Shane Irons, Wealth Advisor
My passion for financial advising comes from a desire to help people, get to know them, hear about their lives, and keep their best interests in mind.
Carissa Palm, Wealth Advisor - CRC® CRPC® CIMA® CFP®
My goal is to be a trusted, collaborative partner to Wings Credit Union's members.
Nathen Christensen, Wealth Advisor - RICP®
I'm passionate about helping members work toward their financial goals at every stage of life while also providing a sense of relief that they’re not going at it alone.
Chad Kappler, Financial Advisor
I started with Wings Financial Advisors five years ago to help people pursue their financial goals. One of my core beliefs is to put the member first and value each individual relationship.
How to Enroll
All you need to get started is an email address. Click the button below to view the enrollment video.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Guided Wealth Portfolios is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal.
No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
An annual small account fee is applied to accounts with less than $10,000 invested.
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. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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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.