Mountain America Credit Union’s Chad Waddoups recognized in Bank Investment Consultant’s 2014 Top 20 Program Managers

WEST JORDAN, UT (June 30, 2014) — Mountain America Credit Union’s Chad Waddoups was recently named to the 2014 Top 20 Program Managers list, by Bank Investment Consultant<>, a leading financial services industry magazine. Waddoups is currently the vice president of Investment and Insurance Services for Mountain America<>, where its investment program is associated with LPL Financial Institution Services.

A select group of bank and credit union investment program managers, such as Waddoups, were recipients of this prestigious recognition. The list acknowledges the managers of the most productive bank and credit union-based advisors. The ranking is based upon five main factors, including average production per advisor, percentage growth of team assets from the previous year, percentage growth of team production from the previous year, the number of advisors under the manager’s direct supervision and the number of licensed branch employees under the supervision of the program manager.

“This is a very deserving award for Chad and the Investment team at Mountain America,” says Nathan Anderson, executive vice president/chief operating officer for the credit union. “Being named one of the top program managers in the country is a great endorsement of the outstanding work our Investment team is doing each day as they help our members achieve their financial dreams.”

“I’m honored to be recognized as one of the Top 20 Program Managers in the country,” says Waddoups. “This honor is one that is shared by our whole team. Without the dedicated work of our Investment team members in our branches, we wouldn’t be where we are today.”

The full 2014 Bankers Investment Consultant Top 20 Program Manager list can be found online at BIC Top 20<>.

About Mountain America Credit Union

Mountain America Credit Union has more than $3.9 billion in assets and serves more than 465,000 members, wherever they are worldwide, through online and mobile banking, 76 branches in five states, plus access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With Utah credit union roots dating back to the 1930s, Mountain America has become a tradition for many members and offers a variety of financial products and services for consumers and businesses, including checking and savings accounts, auto loans, mortgage loans, business checking, student loans, SBA loans and retirement options<>. Visit<> for more information.

About LPL Financial

LPL Financial<>, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is  the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training and independent research to more than 13,700 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte and San Diego. For more information, please visit

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Mountain America Credit Union deposits and are not FDIC/NCUA insured. These products are not obligations of Mountain America Credit Union and are not endorsed, recommended or guaranteed by Mountain America Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Mountain America Federal Credit Union and Mountain America Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.


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