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ECU Asset Management
Investment products and services for all stages of life.
Eastman Credit Union members are invited to meet with an ECU Asset Management financial consultant for a complimentary, no-cost, no-obligation consultation.
ECU offers access to a full range of investment programs and services through ECU Asset Management. Among the investment programs and services offered are:
- Retirement Planning
- Individual Retirement Accounts (IRAs)
- Mutual Funds
- Tax-Deferred Annuities
- College Savings Plans
- Comprehensive Financial Analysis
- Business Retirement Plans
- Stocks and Bonds
ECU Asset Management Staff
For more information, please contact:
Sherri Rogers
Sarah Stapleton
Harry Headrick
Brackton Smith, CFP®
Mark Dennis
Matthew Crowder, CFP®
Angela Davis
Joanne Bear, CRC®
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Eastman 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. 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. Eastman Credit Union and Eastman Credit Union Asset Management (ECUAM) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using ECUAM, and may also be employees of Eastman Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eastman Credit Union or ECUAM. 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 |
These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eastman Credit Union or ECU Asset Management. The ECU Asset Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents located in the states in which they are registered.