Deseret First Investment Services
Prepare for your financial future
Preparing your financial future
College, Investing, Retirement — life is full of different stages. Deseret First Investment Services is there to help you with one. DIS advisors are able to develop a personalized plan to guide you through each financial phase of your life.
- Investment portfolio management
- Retirement planning
- Complimentary consultations
Financial Planning Services
Whether you’re investing your money for 3 years, 10 years, or the rest of your life, you need someone you can have confidence in. Deseret First Investment Services will help prepare you for your financial future!
Life Insurance
401(k) Rollover Options
Mutual Funds
Stocks / Bonds
Annuities
Long-Term Care
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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. Deseret First Credit Union and Deseret First Investments Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Deseret First Investment 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, Deseret First Credit Union or Deseret First Investment 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.
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.
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.