Investment Planning

Schedule a no-cost, no-obligation review for personalized advice from a professional with SCU Financial Advisors.

Services

  • Get Help Transitioning and Distributing 401(k)s
  • Fund an Education
  • Invest in Mutual Funds
  • Purchase Life Insurance
  • Get Long-Term Care Insurance
  • Learn about Wealth Management

Schedule an Investment Review

Call 800-868-8740 for assistance.

Our LPL Financial Advisors

Check the background of these investment professionals on FINRA’s Brokercheck.

SCU Financial Advisors: Retirement, Insurance, Investments

A smiling photo of Sean CampbellSean Campbell

800-868-8740 ext. 8434

Financial Advisor Sean Campbell has more than 25 years of experience in the industry.

Headshot of Matt BrookshireMatt Brookshire

800-868-8740 ext. 5406

Financial Advisor Matt Brookshire has over 15 years of experience in the industry.

The financial professionals at SCU Financial Advisors are financial advisors with LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC), and securities and advisory services are offered through LPL. Insurance products are offered through LPL or its licensed affiliates. State Credit Union and SCU Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Financial Advisors and may also be employees of State Credit Union. These products and services are being offered through LPL or affiliates, which are separate entities from, and not affiliates of, State Credit Union or SCU Financial Advisors. Securities and insurance offered through LPL and 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

State Credit Union ("SCU") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay SCU for these referrals.  This creates an incentive for SCU to make these referrals, resulting in a conflict of interest.  SCU is not a current client of LPL for advisory services.  Please visit https://www.lpl.com/CRS for more 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.