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Ask me anything.
What’s your favorite client rags-to-riches story?
I don’t have a favorite story, but I will say this: I have seen more investors become wealthy by investing in well-known companies than by buying penny stocks based on rumors. Many investors who find great success do so by keeping things simple – buying shares of companies whose products they use every day.
How do Wings advisors get paid?
First and foremost, we’re paid a salary by the Credit Union. We’re full-time employees (as well as members), with benefits and regular paychecks. The Credit Union did this so our members would feel comfortable coming in to meet with us, as we don’t need to sell high-commission products to put food on the table.
I am thinking of switching my assets to Wings. Why should I?
Firstly, we’re a member-driven organization from top to bottom. Having worked at some of the largest brokerage and insurance companies in the world, I can tell you with confidence that Wings is an organization that “walks the talk” when it comes to taking care of our membership. I’ve worked for companies where the mission statement on the wall did not match the business practices. That’s not an issue here.
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.