Navigate To Branch or ATM Rates Log in Go to Mountain America Credit Union Homepage Accounts Loans & Cards Services Investments Education Business LPL Financial Our wealth management ally Mountain America has contracted with LPL Financial to offer wealth management and financial planning services. Schedule a consultation Who is LPL Financial? LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com. Mountain America employees Wealth advisors at Mountain America are employees of the credit union and registered through LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America. How do you get started with LPL Financial? Call us at 1-800-540-7670 or 801-325-6260 to meet with a wealth advisor. During the appointment, your advisor will review your financial history to better understand your needs. Once your plan has been created, you and your wealth advisor will continue your partnership in an effort to turn your financial dreams into realities. Already a Mountain America member? Managing your LPL account is made easy with a single page of information. If you are interested in seeing your LPL account through Mountain America’s Online Branch, please call 1-800-540-7670 or 801-325-6260 or contact your wealth advisor. Schedule a consultation Check the background of this firm on FINRA's BrokerCheck. LPL Account View Manage your LPL portfolio online Meet the Team Your wealth management professionals Get the help you need from our dedicated team of advisors and support staff. Learn more LPL Financial Client Login Access your LPL Financial account view. Sign in Wealth Management Pursue your life goals Get comprehensive, long-term financial planning from our wealth advisors. Meet with us 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. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. 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 This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Insurance products are not deposits, not an obligation of and not guaranteed by Mountain America Credit Union. Insurance products are not protected by the NCUA, may be subject to risk and, in the case of life insurance, may go down in value. Any insurance required as a condition of an extension of credit need not be purchased from the credit union and may be purchased from an agent or insurance company of the member's choice. Insurance products are not exclusive to Mountain America Credit Union members. Business conducted with Mountain America Insurance Services, LLC is separate and distinct from any business conducted with the credit union. Mountain America Insurance Services, LLC is a subsidiary of Mountain America Credit Union. 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