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James Blakeslee

December 15, 2022

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Contact

Toll-Free: (855) 919-2207

Grand Rapids, MI 49501

lmcu.maxwealth@lpl.com

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Lake Michigan Credit Union 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 or scan the QR code below for more detailed information.

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

Not Insured by the NCUA or Any Other Government Agency.

Not Lake Michigan Credit Union Guaranteed.

Not Lake Michigan Credit Union Deposits or Obligations

May Lose Value.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Florida, Arizona, California, Illinois, Indiana, Maine, Minnesota, North Carolina, New Jersey, Pennsylvania, Tennessee, Massachusetts, and Missouri.

Below is the SEC marketing rule short-form disclosure that must be delivered at the time of the referral for investment advisory services. Some examples include placing in your emails, meeting invitations and your marketing materials.
Your 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.