Wealth Management

Building Your Financial Future

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.

Financial Investment Plans

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

Meet Our Wealth & Investment Team

Guided by experience and built on trust. Our Wealth & Investment Team are here to personalize a financial strategy tailored to your goals, your future, and your life.
Glen Neeley
LPL Financial Advisor
Joshua Greene
LPL Financial Advisor
Ashley Clamp
Administrative Assistant


















Contact Us

Need to make an appointment or get in-touch with one of our Wealth Management Advisors? Give us a call at 608.314.1112 – today!

Meet Where It's Convenient for You

Our Wealth Management Advisors are happy to meet with you at the BHCCU branch location that works best for your schedule.

 


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: