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Wings Financial Advisors

Opportunity Advisor Quiz

Find out if working with an Opportunity Advisor makes sense for you

Wings Financial Advisors

Could you use a
Wings Opportunity Advisor?
Take this quiz to see if working with one of us makes sense for you.
Where would you like to end up?
On a scale of 1-5,
how would you rate your debt?
Which of these is most accurate?
Which of these do you want to
know more about?
What is your net worth right now?
How much are you
comfortable investing?
Good news.
Looks like there’s an opportunity to build more investing confidence in the
future. Meet with a Wings Opportunity Advisor to see what we can do.
It sounds like you’re
on the right track.
Good job. Let a Wings Opportunity Advisor take you a step further.
You know what
you’re doing.
But there’s always room for improvement! Speak with one of our Wings
Opportunity Advisors to see what you might be missing.
Book appointment


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

  • Not Insured by NCUA or Any Other Government Agency

  • Not Credit Union Guaranteed

  • Not Credit Union Deposits or Obligations

  • 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.

LPL Financial Form CRS