The six-adviser wealth management division of GreenState Credit Union, which manages $350 million in assets, has switched its broker-dealer affiliation to LPL Financial. Five of the advisers at the Cedar Rapids, Iowa-based institution, the largest credit union in the state, were formerly affiliated with Cambridge Investment Research. The sixth was with Royal Alliance, part of Advisor Group.
GreenState advisers will use LPL’s Institution Services platform as well as Financial Resources Group Investment Services to assist with client service and growth.
Established in 1938, GreenState Credit Union serves more than 230,000 members.
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“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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