Capital Credit Union Adds LPL Financial as Broker-Dealer
Kimberly, WI – Capital Credit Union, headquartered in Kimberly, Wisconsin, recently announced its association with VandenBoom Verstegen Wealth Management, serviced by LPL Financial, one of the largest independent broker/dealers in the world.* Through LPL Financial, financial consultants have access to a broad range of competitive and fee-based asset management programs, in addition to industry-leading, unbiased research and a comprehensive array of tools, resources and technology.
“Partnering with VandenBoom Verstegen Wealth Management means our members will now have access to some of the most highly recognizable, successful broker/dealers in the entire Fox Cities, especially when it comes to serving credit union members,” said Capital President and CEO Alan Zierler. “LPL and VandenBoom Verstegen Wealth Management are an excellent fit for the investment services program at Capital Credit Union. The principal Advisors are local residents Matt VandenBoom and Mike Verstegen. Together, they have successfully served individuals, families and businesses in the Fox Cities for over 35 years.”
About Capital Credit Union
Headquartered in Kimberly, Wisconsin, Capital Credit Union has assets of more than $449 million and serves 34,000 members from 12 offices located throughout Northeast Wisconsin in the greater Fox Valley and Heart of the Valley areas, Greenville, Oshkosh and Freedom, and at www.capitalcu.com. Recently rated among the top 10 percent of all U.S. credit unions, Capital has received a 5-Star Superior rating for their safety and soundness by BauerFinancial, Inc. for more than 20 consecutive years. Capital was honored with three first place state-level awards in 2012, including the Dora Maxwell, Louise Herring and Des Jardins awards. The Credit Union National Association (CUNA) also named Capital a second place 2012 winner of the national-level Des Jardins award for Adult Financial Literacy. CW 14 fans voted Capital a 2012 “Hot List” winner for the “Financial Institution With the Most Attractive Free Perks.”
About VandenBoom Verstegen Wealth Management
The VandenBoom Verstegen Wealth Management investment team utilizes LPL Financial, one of the nation’s leading financial services companies and largest independent broker dealers* in the world, allowing them to offer clients a wide variety of non-proprietary investment and insurance products without bias or conflict of interest. Matt VandenBoom, CFPÒ, and Mike Verstegen CFPÒ pride themselves on strong and longstanding relationships with key strategic partners including local credit unions, law firms and accounting firms, which allows them to offer clients comprehensive wealth management services. As an added benefit, Matt and Mike have an office nearly across the street from Capital’s Eisenhower Drive office in Kimberly, expanding the hours that they are available.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Capital Credit Union deposits and are not FDIC/NCUA insured. These products are not obligations of Capital Credit Union and are not endorsed, recommended or guaranteed by Capital Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Capital Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
* As reported by Financial Planning magazine, June 1996-2012, based on total revenue.