Investment Services

Intelligent investing. You have chosen wisely.

Investments

There are so many ways you can invest your money these days, it's mindboggling! But never fear—we can help you find and manage the appropriate investments for your personal situation. Our Financial Consultants are ready to assist you with mutual funds, annuities, IRAs, and many other investment options. Click here for more information on Wealth Management.

Investments

BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Calculators

Certain links on this page refer to Logix or Logix Federal Credit Union products and services. These include Vehicle Loans, Home Loans and Live Chat, which are not offered by LPL Financial.

IMPORTANT: Brokerage Disclosures:

The financial consultants of Logix Financial 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial 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

Logix Federal Credit Union 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.

Member Service Center

(800) 328-5328

Routing Number

322274187

Become a Logix Member Schedule Appointment

Member Service Center

(800) 328-5328

Routing Number

322274187

Become a
Logix Member Schedule
Appointment

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Additional Disclosures

Fraud & ID Theft

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NMLS ID: 503781. Federally insured by NCUA.