SOURCE: Mountain America Credit Union

Mountain America Credit Union

September 28, 2015 11:38 ET

Mountain America Welcomes Retirement Planning Advisor Brian Urie

Specializing in Helping Employers Educate and Prepare Their Employees for Retirement

WEST JORDAN, UT--(Marketwired - September 28, 2015) - Mountain America Credit Union and LPL Financial welcome Brian Urie, CFP® as one of the newest additions to the Investments team.

"We are very excited to welcome Brian to Mountain America's Investments team," says Chad Waddoups, vice president of Investment Services for Mountain America. "His focus on enhancing the experience of member businesses and their employees through specialized retirement education and advice is a valuable asset to our team."

Urie helps businesses raise the level of their employees' retirement readiness and overall financial literacy through the administration of their company retirement plan. This approach allows Urie the opportunity to work directly with employees in both group and private consultation settings to focus on their retirement goals.

"One of my favorite things about being a financial planner is helping people make sense of their retirement road map. I believe this helps them retire in the time frame they choose and with the assets to support their retirement dreams," notes Urie. "People work so hard all of their lives and with the right planning, financial confidence during retirement can be a reality."

Urie is a graduate of Weber State University and comes to Mountain America with more than 17 years of experience as a financial advisor. A board-certified financial planner1 with a certificate in Retirement Planning from the Wharton School, University of Pennsylvania, Urie has distinguished himself among the more than 10,000 licensed financial professionals in Utah.

Investment representatives at Mountain America are dual employees of the credit union and LPL Financial. This approach gives the advisors the tools and training they need to help members plan for the future. LPL Financial is one of the nation's leading diversified services companies and the largest independent broker-dealer, supporting more than 14,000 financial advisors and 700 financial institutions nationwide.

For more information about LPL Financial visit www.macu.com/lpl-financial. To make an appointment to discuss your company's retirement plan with Brian Urie, call 801-325-1903.

Mountain America Credit Union has more than $4.7 billion in assets and serves more than 544,000 members, wherever they are, through online and mobile banking, 86 branches in five states, and provides access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With Utah credit union roots dating back to the 1930s, Mountain America has become a tradition for many members, offering 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 1996-2015), 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.

1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Contact Information

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