WEST JORDAN, UT--(Marketwired - June 20, 2016) - Mountain America Credit Union's Chad Waddoups was selected for the 2016 Top 20 Program Managers list by Bank Investment Consultant, a leading financial services industry magazine. Waddoups is currently the vice president of wealth management for Mountain America. Mountain America contracts with LPL Financial Services, Inc., one of the nation's leading diversified service companies and the largest independent broker-dealer, to offer investment services.
The list recognizes successful bank and credit union program managers based on several key areas, including growth of the institution's investment business and the number of advisors and licensed branch employees supervised by the program manager.
"On behalf of LPL, I congratulate Chad on being recognized for his leadership in supporting and growing the investment program at Mountain America," said Andy Kalbaugh, managing director and divisional president, LPL Financial. "We are proud to provide his team with the tools and resources that enable them to help their clients work toward their financial goals."
"I'm humbled and honored to be recognized for the third year in a row. It takes a team of individuals with the talent, commitment, and willingness to put in a lot of hard work," says Waddoups. "Our Wealth Management team is dedicated to helping Mountain America members work toward fulfilling their financial dreams."
The full BIC Top 20 Program Managers list can be found online at BankInvestmentConsultant.com.
About Mountain America Credit Union
Mountain America Credit Union has more than $5.1 billion in assets and serves more than 575,000 members, wherever they are, through online and mobile banking, 84 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 www.macu.com for more information.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is leader in the retail financial advice market and served $479 billion in advisory and brokerage assets as of March 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 45,000 retirement plans with an estimated $121 billion in retirement plan assets, as of March 31, 2016. LPL also supports more than 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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. Bank Investment Consultant and LPL Financial are not affiliated.