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Magnifi Wealth Management Financial Advisors

Contact the advisor team with questions or a request for an appointment and your local advisor will be in touch within 1-2 business days.

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Contact a Financial Professional

The Magnifi Wealth Management team is here to help.

Submit the form below to request contact with a financial professional who can help with a variety of wealth management needs.

Working with a financial advisor

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 

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

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.