Press Releases

Alliant Credit Union Selects LPL Financial to Assist Expansion of Retirement and Investment Services

January 02, 2013 | Alliant Credit Union

Alliant Credit Union, America's sixth largest credit union in assets, announced that it is now partnering with LPL Financial, the nation's largest independent broker-dealer, based on total revenues.

This partnership will provide enhanced and expanded brokerage, wealth management and trust services offered through Alliant Retirement and Investment Services, according to Alliant Vice President Laura Wallace, who manages the credit union's Retirement and Investment Services unit. Ms. Wallace mentioned, "We are enthusiastic about partnering with LPL Financial to bring our members the highest quality service in the industry."

Headquartered in Chicago, IL, Alliant Credit Union provides financial services to more than 270,000 members nationwide, including employees of over 140 companies that are leaders in technology, healthcare, transportation and insurance. Its investment program has a total of nine investment advisors. Ms. Wallace added, "As a nationwide credit union, Alliant was looking for a partner with the scale and resources to help us grow our business at a national level. With LPL Financial, we expect to gain valuable efficiencies and benefit from their vast amount of resources."

Andy Kalbaugh, Managing Director at LPL Financial Institution Services, said, "We are delighted to welcome Alliant Credit Union to LPL Financial. LPL Financial is an industry leader in helping banks and credit unions expand their capabilities. We are especially pleased to offer our services to such a prominent and well-established institution as Alliant Credit Union."

 


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