David Aanderud

Wealth Consultant

Helping you strive for your financial goals is my number one priority. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small or evaluate and build upon any existing financial plans. The result, will be a strategy designed to help you build, preserve, use and transfer assets in a more beneficial way. Periodically, we'll review your situation and adjust as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life. It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

As a partner of HAPO Investment Services, I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

Career Highlights:

  • Bachelor of Arts in Business Administration; University of Washington.
  • 11 years of financial services experience.


  • I was raised in Richland, graduated Hanford High in 1997. Happily married to my wife Lisa, also a Hanford High Grad, for 16 years. We are avid animal lovers and have fostered over 40 dogs. When not working, I enjoy watching sports, golfing, traveling, cooking, and participating with multiple volunteer groups.

Professional Services:

  • Retirement Planning
  • Investment Management
  • Tax-advantaged Investment Planning
  • Life Insurance Planning
  • Education Funding
  • 401(k) Planning
  • Retirement Income Planning
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance

Contact: David.Aanderud@lpl.com | 509-713-7870

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

HAPO Community 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 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.