Investment & Insurance Strategies

MEMBERS Financial Services

Retirement & Investment Services

Saving for your future shouldn’t be a hassle. We offer financial strategies that fit your individual needs and goals for the future.

Members Financial Services Program is offered through LPL Financial. For more information about LPL Financial., please visit lplfinancial.com.^

Start pursuing your investment objectives today with an experienced financial professional who is dedicated to helping you build financial strength and independence for every phase of life.

Jon Thompson, LPL Financial Advisor

Qualifications

  • Financial Advisor with LPL Financial

    1. Registered with FINRA Series 63, 66, 7, 31 through LPL Financial.

    2. Life & Health Insurance Licensed in most states.

Contact Jon Thompson at 832-429-3171 to set up a complimentary, no-obligation appointment today.

Insurance

Options to help protect the ones you love.

  • Life Insurance – Protection for those you love

  • Long Term Care – It’s never too late to prepare

  • Annuities – To help you save before and after retirement

Investment

Alternatives to help you save for the future.

  • IRAs – Tax favored accounts to help you prepare for retirement

  • Mutual Funds

  • Managed Accounts

  • Annuities

  • Stocks and Bonds

Preparing for your Future

  • Saving for Retirement

  • Living in Retirement

  • Saving for College

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

MEMBERS Financial Services offers access to the following products and services:

  • Retirement Planning

  • Retirement Investments

  • 401K and IRA rollover services

  • Investing Funds for Higher Education

  • Fixed and Variable Annuities

  • Life Insurance

  • Long-Term Care Insurance

^Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
TruService Community Federal Credit Union and MEMBERS FINANCIAL SERVICES are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services and may not also be employees of TruService Community Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TruService Community Federal Credit Union or Members Financial Services. Securities and insurance offered through LPL or its affiliates are:

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.

TruService Community Federal 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.