Investment Services | O Bee Credit Union

O BEE FINANCIAL SERVICES

Put Your Money to Work

Shhhh—What’s that sound? It’s your money working! Your investments shouldn’t just simmer on the back burner—they should sizzle with growth potential. The experienced investment team at O Bee Financial Services is here to help.

What plans do you have for your future and the future of your family? Sending your children to college? A vacation home? A retirement without financial worries? Our investment professionals are ready to lend their expertise. Consultations are free of charge with no obligation to O Bee Members and non-Members alike.

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FINRA BROKER CHECK

Personal Investing

A broad range of investments can make a difference in how your portfolio performs.

Appointment with Dave Littleton

Meet Dave Littleton

It’s easy to see why people put their trust in us.

Resources

Dave Littleton shares financial resources and tips for everyday life.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

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. O Bee Credit Union and O Bee Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using O Bee Financial Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, O Bee Credit Union or O Bee Financial Services . 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

O Bee 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

O Bee Financial Services is not registered as a broker-dealer or investment advisor.