OMNI Investment Services partners with TruStage & LPL Financial to elevate investment and wealth management services
BATTLE CREEK, MI (March 13, 2024) — OMNI Investment Services is proud to announce an exciting partnership with TruStage and LPL Financial, aimed at providing enhanced investment and wealth management services to its valued members. This collaboration underscores OMNI Investment Services’ commitment to delivering comprehensive financial solutions tailored to meet the diverse needs of its members.
TruStage brings its wealth of experience and expertise working with credit unions to support financial professionals and provides advanced data and member insights to this partnership. By teaming up with TruStage and LPL Financial, OMNI Investment Services aims to empower its members with access to a wide range of investment products and services designed to help them pursue their financial goals.
In addition to partnering with TruStage, OMNI Investment Services is also collaborating with LPL Financial, a leading provider of investment and wealth management services. LPL Financial’s extensive tools, resources, integrated technology platform and business management solutions will further enhance OMNI Investment Services’ ability to offer personalized investment strategies, retirement planning, and wealth management solutions to its members.
“We are thrilled to partner with TruStage and LPL Financial to bring expanded investment and wealth management services to our members,” said Mark Cramer, CEO at OMNI Community Credit Union. “This collaboration reflects our ongoing commitment to providing our members with the tools and resources they need to build a secure financial future.”
The partnership with TruStage and LPL Financial reinforces OMNI Investment Services’ dedication to delivering exceptional value and service to the credit union members. By offering access to professional investment advice, innovative financial solutions, and personalized wealth management strategies, OMNI Investment Services aims to help its clients navigate their financial journey with confidence.
For more information about OMNI Investment Services, please visit www.omniinvestmentservices.com.
About OMNI Investment Services
TruStage is not affiliated with LPL Financial or its affiliates.
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OMNI Community Credit Union and OMNI Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OMNI Investment Services and may also be employees of OMNI Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, OMNI Community Credit Union or OMNI 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 |
