CU1RIS
Invest in your future with personalized guidance from experienced professionals.
CU1RIS offers access to investment and retirement resources through LPL Financial. CU1RIS professionals can walk you through your options and help you create a personalized plan fit for your unique goals. Schedule an initial consultation to discuss how our knowledgeable team members can help you:
- Accumulate and manage wealth
- Understand your wide range of investment options
- Create income and a plan for retirement
- Plan your legacy and estate
- Evaluate your insurance needs
CU1RIS also offers ongoing investment education through quarterly seminars. Learn the latest trends and strategies in the investment space that can help you pursue your goals.
Access your account online
Contact our LPL Financial Representative
David Kanne
Financial Advisor
CU1RIS Retirement and Investment Services
Located at Credit Union 1
2091 North Decatur Road
Decatur, GA 30033
Office: (800) 997-6221
Direct: (404) 486-4307
Email: david.kanne@lpl.com
Contact our LPL Registered Office Staff
Suzanne Theriot
Program Manager
CU1RIS Retirement and Investment Services
Located at Credit Union 1
2091 North Decatur Road
Decatur, GA 30033
Office: (800) 997-6221
Direct: (404) 486-4376
Email: suzanne.theriot@lpl.com
Check the background of these investment professionals on FINRA's BrokerCheck.
Your Credit Union (Credit Union 1) 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 advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html
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. Credit Union 1 and CU1RIS Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CU1RIS Retirement & Investment Services, and may also be employees of Credit Union 1. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union 1 or CU1RIS Retirement & Investment 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 representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
