SOURCE: Mountain America Credit Union

Mountain America Credit Union

May 20, 2015 12:17 ET

Mountain America Credit Union's Chad Waddoups Return Winner in Bank Investment Consultant's 2015 Top 20 Program Managers

WEST JORDAN, UT--(Marketwired - May 20, 2015) - Mountain America Credit Union's Chad Waddoups was selected for the 2015 Top 20 Program Managers list by Bank Investment Consultant, a leading financial services industry magazine. Waddoups is currently the vice president of Investment and Insurance Services 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.

Names are not simply tossed onto the Top 20 list; rather candidates are rigorously vetted and chosen based on their ability to balance the difficult role of an investment program while leveraging success. Six main factors are taken into account when evaluating the candidates: total team assets under management, growth of team assets, growth of team annual production, average production per advisor, number of full-time advisors the program manager directly supervises, and the number of licensed branch employees under their supervision.

"The financial landscape is changing rapidly and people are living longer. This makes having a successful retirement plan even more important for our members," says Nathan Anderson, Executive Vice President/Chief Operating Officer for the credit union. "Guiding our members along the path towards their financial dreams is something Chad and his team of Wealth Advisors take to heart."

"Landing on the Top 20 list for two consecutive years speaks volumes to the top-notch work of our entire team. The skill and experience of our advisors, coupled with their intense desire to see our members reach their own personal financial success, is a huge driver," says Waddoups. "I can't thank them enough for rolling up their sleeves and getting it done."

The full 2015 Bankers Investment Consultant Top 20 Program Manager list can be found online at BIC 2015.

About Mountain America Credit Union
Mountain America Credit Union has more than $4.5 billion in assets and serves more than 527,000 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 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 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.

Contact Information

  • Media Contact:
    Nanette Graviet
    Mountain America Credit Union
    801-325-6314
    Email Contact