Wealth Management

Invest with Wealth Management services from Blackhawk Community Credit Union

It’s all about having a plan

Wealth Management is often thought of as a service for people who are wealthy. It's actually for people who have a little extra money, a desire to do right by their families and some definite ideas about the future. Our experienced advisors will take plenty of time to understand where you are now financially and where you want to be. Then, together you'll work on how to get there.

Work With People You Can Trust

Blackhawk Community Credit Union partners with LPL Financial to provide our members with exceptional retirement planning and investment services, including:

  • Investment portfolio analysis
  • Annual portfolio review
  • Information about mutual funds and annuities
  • Reducing tax liabilities
  • Discussion of insurance needs

Meet Your Wealth Management Team

Our financial advisor will be happy to meet with you anywhere, including a convenient Blackhawk branch. To make an appointment or get in touch with our Wealth Management advisor, please call Josh at 608.314.1112 or Tami at 608.314.1516.

Blackhawk Community Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Blackhawk Community Credit Union for these referrals. This creates an incentive for Blackhawk Community Credit Union to make these referrals, resulting in a conflict of interest. Blackhawk Community Credit Union 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.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Blackhawk Community Credit Union and Blackhawk Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Blackhawk Wealth Management Services, and may also be employees of Blackhawk Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Blackhawk Community Credit Union or Blackhawk Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:

BHCCU Wealth Management Services disclaimer