Filter by State
6 results

Meet our coordinators

Caitlin Mauldin

Financial Advisor Coordinator

Caitlin Gohr

Financial Advisor Coordinator

Check our financial professionals' backgrounds on FINRA'S BrokerCheck, then schedule a no cost, no-obligation meeting.

older couple looking at phone

Get in touch

You’re used to getting things done yourself. But when it comes to planning for your future, it makes sense to rely on seasoned help. Financial planning can be complicated; don’t try to do it yourself when you have resources available to you. A good financial professional can help you make smart, deliberate decisions about your financial future.

Contact an Alaska USA Financial Planning and Investment Services Financial Professional. They can help you pursue your financial goals by learning what’s important to you, then designing a plan that meets with your unique needs.

Learn more about financial planning

Woman walking down the sidewalk with her work bag.

401(k) Rollover to IRA: What You Need to Know

New job? Here’s how to decide if you should rollover the old 401(k) to an IRA.

Woman drinking coffee looking out her window.

What to Do With an Inheritance

Receive an inheritance? Here are the dos and don’ts.

Young couple sitting on the couch together

5 Reasons Why Everyone Needs a Financial Plan

Here’s why everyone, regardless of age or wealth, needs a financial plan.

Check the background of our investment professionals 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. Alaska USA Federal Credit Union and Alaska USA Financial Planning & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Alaska USA Financial Planning & Investment Services and may also be employees of Alaska USA Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alaska USA Federal Credit Union or Alaska USA Financial Planning & 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

 

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 for more detailed 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.