









Yolo Federal Wealth Management covers many wealth management and financial planning needs, including:
To talk to us about Yolo Federal Wealth Management, please contact our Financial Advisors.
Phone: 855-575-4898
Email: CentralizedInvestorSolutions@lplfinancial.com
*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. Yolo Federal Credit Union and Yolo Federal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Yolo Federal Wealth Management, 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, Yolo Federal Credit Union or Yolo Federal Wealth Management. 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
Yolo Federal Wealth Management is not registered as a broker-dealer or investment advisor.