Routing Number 325181248
At Gesa Investment Services, we’re committed to helping credit union members work towards their financial goals. That’s why we have a relationship with LPL Financial, a registered investment advisor and broker-dealer, member FINRA/SIPC, to make sure you have the best tools to plan for your financial future.
Gesa Investment Services offers access to fee-based advice and portfolios that are flexible and adaptable to a changing marketplace and global economic environment, with benefits including:
The LPL team at Gesa Investment Services can provide customized financial and retirement planning, investment programs, advice, and products including life insurance, annuities, and long-term care. We look forward to being your lifelong financial partner.
Guidance to support you through every stage of life.
Digital investing through Guided Wealth Portfolios.
Build and manage your wealth.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
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. Gesa Credit Union and Gesa Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gesa Investment Services and may also be employees of Gesa Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gesa Credit Union or Gesa Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not insured by NCUA or any other goverment agency||Not credit union Guaranteed||Not credit union deposits or obligations||May lose value|
The LPL Financial registered representatives 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.
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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
You are being redirected to a site that is not operated by Gesa Credit Union. Gesa is not responsible for the content of the site, nor does Gesa represent the site or the Gesa member if the member decides to act upon or enter into a transaction with the site.
Privacy and security policies of the site may differ from those of Gesa Credit Union.
Gesa credit union is committed to making a positive impact in the communities we serve.
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Routing Number 325181248