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Exciting Changes on the Horizon

Wescom logo banner

A New Name and Broker-Dealer for a New Chapter

To better align with our vision and the comprehensive financial solutions we provide, Wescom Financial Services will now be called Wescom Wealth Management available through CUSO Financial Services, LP (“CFS”). This new name reflects our dedication to helping you grow, manage, and protect your wealth more effectively.

Additionally, Atria Wealth Solutions, the parent company of our current broker dealer, CUSO Financial Services, will be acquired by LPL Financial LLC (LPL), a leader in the wealth management industry.

Frequently Asked Questions

Transitioning to a New Broker-Dealer and Clearing Firm

  • Beginning May 16, 2025, we will be partnering with LPL a broker-dealer and clearing firm to replace CFS and Pershing. LPL Financial will provide the operational backbone to our Wealth Management division available through CFS at Wescom Credit Union.
  • This new partnership is a deliberate move to bolster our capabilities and ensure we continue to meet your needs with even greater financial solutions, resources, and services. This change will allow us to provide you with additional tools, streamlined processes and an expanded array of resources while maintaining the personalized service you have come to trust.
  • Most importantly, your dedicated Financial Advisor today will not change when your investment accounts move to LPL Financial in May 2025.
  • Beginning in March 2025, approximately 90 days before our operational conversion to LPL Financial, you may receive by mail written notice of the transition from CFS for each investment account. These letters are standard regulatory disclosures designed to provide you with all the necessary information about the upcoming changes and no action is required.

What This Means for You

Benefits of the Conversion

Beginning May 16, 2025 we will bring a host of enhancements designed to improve your overall experience:

  • Broader Investment Options: An expanded array of investment solutions tailored to your unique financial goals and preferences.
  • Comprehensive Resources and Account Management: Access to advanced planning tools to better align your portfolio with your personal and financial objectives, in addition to, improved efficiency, portfolio insights and industry expertise.

What will Not Change?

  • Your Financial Advisor: Your relationship with your existing Financial Advisor will stay exactly as it is today. You will continue to work directly with them for all your financial planning and investment needs.
  • Credit Union Service You Love: Wescom Credit Union will remain your trusted partner, offering the same personalized, member-focused service you have come to depend on.
  • Questions: Contact your financial advisor or call our support team at 1-888-879-0558.

Questions?

If you have additional questions for your wealth management team, please contact your financial advisor or call our support team at 1-888-879-0558, or view our frequently asked questions below.

Frequently Asked Questions

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

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 brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.