The Community Financial Center connects OURCU members with Mark Mager, an investment professional with LPL Financial, an independent broker dealer. Mark specializes in retirement planning and investment advisory services. Through LPL Financial and the Community Financial Center, Mark can work with you to develop an investment strategy that suits your unique financial situation and goals.
LPL Account View
Retirement Planning
Advisory Services
Investment Services
Estate Planning
College Savings
Trust Services
Insurance
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
To set up a FREE, no-obligation consultation, call us at (360) 432-5201 or (800) 426-5657 ext. 1030.
Community Financial Center LPL Branch office located at:
Shelton – Mountain View Branch
2948 Olympic Hwy. N, Shelton, WA. 98584
Mark Mager, MSFS,
LPL Financial Consultant
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. Our Community Credit Union and Community Financial Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Financial Center and may also be employees of Our Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Our Community Credit Union or Community Financial Center. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives 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 LLC (LPL) Relationship Summary