Investments & Retirement
Whether you’re looking for overall financial guidance, need assistance with a specific goal, or want to create a robust financial plan, our advisors, available through LPL Financial, are here to help. We’ll listen to your needs, review your goals, and make recommendations to get you on the right path for retirement, investing, and any other financial goals you may have.
Our Services Include
Tax Sheltered Annuities
Full Service Brokerage
Mutual Funds
Individual Retirement Accounts (IRAs)
Check out our new Guided Wealth Portfolios!
Your Investments & Retirement Team
Seth Chavez
Financial Advisor
Todd Faulkner
Financial Advisor
Check the background of investments professionals on FINRA’s BrokerCheck.
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. Arkansas Federal Credit Union and Arkansas Federal Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Arkansas Federal Retirement & Investment Services, and may also be employees of Arkansas Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arkansas Federal Credit Union or Arkansas Federal Retirement & Investment Services. 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 |
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.
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.