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LAFCU Investment Services

LAFCU Investment Services
Meet Our Investment Representative

LAFCU Investment Services provides a comprehensive financial plan through LPL Financial. By developing a successful working relationship, our Investment Representative, Russell V. Dawson can help you pursue your financial goals. 

Whether you’re a seasoned saver and investor or just getting started, we’re ready to help you.

Set up an appointment with Russell today by calling 517-622-6770.

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

Retirement Plans:

  • Retirement Plans
  • Self-Directed Plans
  • Universal Plans
  • 401(k) Plans
  • Plan Design Assistance
  • Pension & Profit Sharing
  • Plan Review
  • IRAs

Alternate Investments:

  • Managed Futures
  • REITs
  • Concentrated Equity Strategies
  • Private Equity
  • Non-Traded BDCs
  • Alternative Strategy Mutual Funds

Future Planning:

  • Fixed Income Planning
  • Insurance Options
  • Advisory Financial Services
  • Financial Strategies
  • And More

Your Credit Union LAFCU 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 brokerage or advisory services.

Securities and advisory services 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. LAFCU and LAFCU Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using LAFCU and may also be employees of LAFCU Investment Services. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LAFCU or LAFCU Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by Any Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, May Lose Value. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: MI, FL

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