Elements Wealth Management Information

We're a diverse team who share a common goal: to help you pursue your dreams. • What services do we provide? Our LPL Financial Advisors start by looking at each client’s overall finances. Then they work to craft a personalized plan that makes sense for each individual. • Who benefits from our services? Whether you’re getting started or you’re a seasoned investor, we’ve got the tools to assist you on your journey. We support all levels of investors. Our Advisors have more than 125 years of collective experience. Visit elements.org/wealth to request a complimentary consultation today! Disclosures: Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, AR, CA, CT, FL, GA, HI, IL, IN, IA, KS, KY, LA, MD, MA, MS, MO, MT, NE, NJ, NY, NC, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI 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. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. 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