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Accentra Investments

Invest with someone you know at Accentra Investment Services. Receiving honest, reliable advice is an essential part of a sound financial plan. If you are just starting an investment plan, rethinking your strategy or nearing retirement, you can look to our Senior Investment Consultant for the products, services and advice designed to help meet your goals.

Services

Retirement Plan Rollovers
Investment Management
Pension Rollovers
Systematic Savings Plans
Wealth Management
College Savings Plans

Products

Mutual Funds, Stocks & Bonds
Annuities (Fixed & Variable)
Insurance (Life, Disability, Long term care)

To learn more, contact our Senior Investment Consultant, Jay Braaten, today.

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. Accentra Credit Union (ACU) and Accentra Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Accentra Investment Services, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of ACU or Accentra Investment Services.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Securities and insurance offered through LPL or its affiliates are:
Not NCUA Insured • No Credit Union Guarantee • May Lose Value • Not a Deposit