CFG Consultation Form

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

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 offer may be made or accepted form any resident of any other state.

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.

LPL Financial Form CRS