LAFCU has introduced LAFCU Investment Services to provide access to comprehensive investment services. Investment options include stocks, bonds, mutual funds, annuities, retirement and college savings plans, and insurance products such as life and long-term care.
“Offering access to a full complement of investment services supports LAFCU’s commitment to be our members’ ‘Credit Union for Life,’” said Patrick Spyke, LAFCU CEO.
Financial planning and investment products are provided through a partnership with LPL Financial.
LPL advisor Russell V. Dawson, MBA, is available to provide counsel now and will work from LAFCU’s DeWitt Branch. Dawson has 18 years’ experience in financial services and specializes in financial planning for individuals and businesses, and investment strategy oversight.
Spyke said, “Russell’s deep and varied experience in financial services combined with LPL’s technology offerings and mobile capabilities will be an incredible help for our members as they pursue financial freedom and work to achieve financial goals.”
Through LPL, LAFCU Investment Services offers trading of individual securities (stocks and bonds), mutual funds, and fixed and variable annuities; retirement plans (traditional and Roth IRAs, and 401(k), 457 and 403b accounts); college savings 529 plans; and long-term care, life and other types of insurance.
LPL executes trades quickly and efficiently from a single scalable, self-clearing and cost-effective platform.
Dawson said, "I am focused on providing quality services and being a source of objective advice for financial guidance. Clients can expect a customized financial plan through a disciplined process. In addition to serving new clients, my current clients will benefit from the recent alignment with the services and support of LAFCU and LPL Financial.”
For an appointment with Dawson, call 517.622.6770 (office) or 517.944.0488 (cell), or email russell.dawson@lpl.com.
Dawson has held management positions at commercial banks, investment companies and, more recently, a credit union. Through LPL and the Financial Industry Regulatory Authority, he is a registered general securities principal, uniform investment adviser representative and stockbroker, and is securities licensed in Michigan and Florida. He has life, health, disability and variable insurance licenses in Michigan.
As an LPL advisor, Dawson draws upon independent research and other resources that enable him to offer objective guidance to serve client needs.
The Lansing resident is a member of Kiwanis Club of Lansing. He earned an MBA at Barry University and a bachelor’s in business with an emphasis in finance at Florida A&M University.
Russell V. Dawson