Frontwave Investment Services

Frontwave Investment Services

Your financial dreams are our top priority.

As you map out your financial future, there are a lot of decisions to make. That's why it's a good idea to get some guidance from an experienced professional. At Frontwave Investment Services, we'll work with you to determine your comfort level, create an investment timeline and set long-term goals. Regardless where you are in life, the end result will be a strategy designed with the goal to preserve, build and use your assets in the most advantageous way.

Professional Services

  • Retirement planning
  • General investment management
  • Long-term care insurance
  • Education funding
  • Comprehensive financial guidance
  • Personal financial assessments
  • 401(k) planning
  • Retirement income planning
  • Portfolio management
  • Investment management

Financial Professionals

Our financial professionals will collaborate with you to develop a financial plan that aligns with your specific needs, experience and time horizon.

Broker Check
Check the background of these investment professionals on FINRA's Broker Check.
The financial professionals at Frontwave Investment Services are registered representatives with, and 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. Frontwave Credit Union and Frontwave Investment Services are not registered as a broker- dealer or investment advisor. Registered representatives of LPL offer products and services using Frontwave Investment Services, and may also be employees of Frontwave Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Frontwave Credit Union or Frontwave 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

The LPL Financial registered representative(s) 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.

LPL Financial Form CRS

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 advisory services. Please visit for more detailed information.