Wealth Management Solutions

Who We Are

At LPL Financial located at Cyprus Credit Union, our financial consultants have more than 20 years of experience working with both individuals and businesses. Our goal is to provide high quality service and form lasting relationships with our clients. We know that financial planning can be intimidating, that’s why we pride ourselves on being able to provide clear, easily understood explanations of our financial products and services so that our clients always feel empowered.  

What We Do

Our team of consultants will create a customized financial plan just for you and then walk you through the step-by-step process in an effort to help you reach your financial goals and feel confident in your decisions. 

With a wide array of experience, our consultants can assist you in many areas of financial planning, including: 

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products 

How to Get Started

If you are interested in meeting with one of our consultants to start your financial planning, you can call (801) 260-7600 ext. 5802.

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


LPL Account Login  Guided Wealth Portfolio

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. Cyprus Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Deposits or ObligationsNot Credit Union Guaranteed May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, ID, NV, CA, MN, AZ, CO

Home Banking

Talk with one of our Financial Services Consultants.

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