SOURCE: Mountain America Credit Union

Mountain America Credit Union

February 09, 2016 09:53 ET

Brian Urie Receives Chartered Retirement Plan Specialist® Designation

WEST JORDAN, UT--(Marketwired - February 09, 2016) -  Local Financial Advisor, Brian Urie, LPL Financial, has earned the Chartered Retirement Plans Specialist℠ (CRPS®) designation. To receive the designation, Urie completed an educational program and exam covering best practices for establishing an efficient retirement plan and ensuring regular compliance with plan rules.

"The CRPS® designation is well-respected in the financial services field," said Urie. "I felt it was important to pursue this designation. With the more than 10,000 licensed financial professionals in Utah alone, it helps clients understand I have been specifically trained in how to help them."

Urie is a LPL Financial Advisor at Mountain America Credit Union covering members and branches in five states. He has been helping clients pursue their financial goals for 17 years.

The CRPS® designation is awarded by the College for Financial Planning, Denver, Colorado. CRPS® designees must pass an initial training program on how to design, install, and administer retirement plans for the business community, and must complete continuing education requirements to maintain their designation. In addition, all CRPS® designees make a pledge to uphold the college's code of ethics. To find out more about the CRPS® designation, visit

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Mountain America Credit Union deposits and are not FDIC/NCUA insured. These products are not obligations of Mountain America Credit Union and are not endorsed, recommended or guaranteed by Mountain America 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. Mountain America Federal Credit Union and Mountain America Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Mountain America Credit Union has more than $5 billion in assets and serves more than 565,000 members, wherever they are, through online and mobile banking, 86 branches in five states and access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With roots dating back to the 1930s, Mountain America offers a variety of financial products and services for consumers and businesses, including savings accounts, auto loans, checking accounts, mortgage loans, business checking, student loans, SBA loans and retirement options. Visit for more information.

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL was founded with a pioneering vision: to help financial advisors offer truly independent financial guidance and advice. Today LPL provides an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 financial advisors and 700 institutions as the nation's largest independent broker/dealer, making them a leading distributor of financial products in the United States. In addition, LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte and San Diego. For more information, please visit

Contact Information

  • Media Contact:
    Nanette Graviet
    Mountain America Credit Union
    Email contact