Travis Financial Services– Investments

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  • Investment Products & Services

  • Your TFS Financial Consultant can help you sift through the many options to create a unique investment strategy.
  • Investments
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  • Our Financial Consultants

  • Experienced TFS Financial Consultants are available to help with your investment needs.
  • Appointments
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  • LPL Financial

  • Travis Financial Services and LPL Financial – A partnership with you in mind.
  • Visit LPL Financial
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  • Frequently Asked Questions

  • Why do I need to plan for retirement now? Why do I need a financial consultant through the credit union?
  • Investment FAQs

Check out your broker with BrokerCheck by FINRA. http://brokercheck.finra.org/


The financial consultants at Travis 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. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis 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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.