Michelle Hansen, LPL Financial Advisor, Members Financial Services


2000 Heritage Way, Waverly, IA 50677
Phone: 888.441.0643 Email: michelle.l.hansen@lpl.com
MISSION STATEMENT

I help individuals and families work toward their financial goals and increase their financial confidence.

PROFESSIONAL SPECIALTIES
  • Over 16 years’ experience working with insurance and financial services.
  • Focused on retirement planning and income strategies.
  • Educated on all aspects of financial planning up to and through retirement.
  • Dedicated to helping clients work toward a positive retirement outcome through careful analysis of their goals, investment strategy and financial wellness.
QUALIFICATIONS
  • Investment Advisor Representative (IAR) of LPL Financial
  • Holds FINRA Series SIE, 7, 63 and 65 securities licenses with LPL Financial
  • Holds Life, Accident and Health insurance licenses from most states

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. Members Financial Services and the credit union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services and may also be employees of the credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members Financial Services or the credit union. 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
Decatur Earthmover 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS

Check the background of investment professionals at FINRA’s Broker Check.