Wealth Consultants

Wealth Consultants will help you think about and plan for your future and work with you to align both your short and long-term goals with the appropriate investment strategy.

Meet the Team

Suzi Williams

Suzi Williams

Wealth Consultant

Meet Suzi

David Aanderud

David Aanderud

Wealth Consultant

Meet David

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. HAPO Community Credit Union and HAPO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HAPO Investment Services and may also be employees of HAPO Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, HAPO Community Credit Union or HAPO Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

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.