Wealth Management

Invest with Wealth Management services from Blackhawk Community Credit Union

Wealth Management- Building Your Financial Future with a Clear 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 your current financials, and where you want to be. Then, together you'll work on how to get there.

Guided by Experience and Trust

Blackhawk Community Credit Union partners with LPL Financial to provide our members with exceptional retirement planning and investment services.
Financial Investment Plans, Custom Tailored to Your Needs
  • Retirement Services
  • Mutual Funds
  • Managed Accounts
  • Annuities
  • Brokerage Services
  • Life Insurance
  • College Savings Plans

Meet Our Wealth and Investment Team

Need to make an appointment, or get in-touch with one of our Wealth Management advisors?

Give us a call today! (608) 314-1112

Our Wealth Management advisors are happy to meet with you anywhere- whichever one of our branches is most convenient for you!

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