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Routing Number: 272479663
Swift Code: MSUCUS44
 
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Mark Garrod, MBA
Financial Advisor - LPL Financial
Mark is dedicated to assisting clients with their retirement needs and has advanced knowledge and experience with a variety of strategies aimed at meeting those goals.

Registrations and Licenses:
• Mark is FINRA Series 6, 7, 63, and 66 registered with LPL Financial to sell securities and provide financial advice
• State of Michigan life insurance license

Mark is registered in MI, CA, FL, IL, IN, KS, KY, MN, NC, NV, NY, OR, TN, TX, VT and other states as needed.

Designations:
Mark has an MBA from the Michigan State University Graduate School of Business

Services:
• Financial, retirement planning
• Investment management and planning
• Income options for retirement
• Open architecture of managed money, mutual funds, and annuities
• Life, disability, and long-term care insurance
• Estate Conservation
Contact Mark Garrod, MBA
Phone: 517-333-2424, ext. 7180
Travis Pasma, CRPC®*
Financial Advisor - LPL Financial
Travis is dedicated to helping his clients plan for retirement. This can range from discussing options regarding your retirement dollars and retirement income strategies to providing proper insurance options that fit your needs.

Registrations and Licenses:
• Travis is FINRA Series 7, 65, and 66 registered with LPL Financial to sell securities and provide financial advice
• State of Michigan life insurance license

Travis is registered in MI, FL, GA, IL, MN, OH, TX, UT, WA and other states as needed.

Designations:
Travis has a Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.

Services:
• Financial, retirement, and estate planning
• Open architecture of managed money, mutual funds, and annuities
• Income options for retirement
• Life, disability, and long-term care insurance
Contact Travis Pasma, CRPC®*
Phone: 517-333-2424, ext. 7180
Mike McMillan, CRPC®*
Financial Advisor - LPL Financial
Mike is dedicated to helping members plan for retirement. This includes retirement income strategies and providing insurance options that fit your needs.

Registrations and Licenses
• Mike is FINRA Series 7 and 66 registered with LPL Financial to sell securities and provide financial advice
• State of Michigan life insurance license

Mike is registered in MI, CA, FL, GA, IL, IN, KY, NM, NY, NC, VT and other states as needed.

Designations:
Mike has a Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.

Services
• Financial, retirement, and estate planning
• Open architecture of managed money, mutual funds, and annuities
• Income options for retirement
• Life, disability, and long-term care insurance
Contact Mike McMillan, CRPC®*
Phone: 517-333-2424, ext. 7180
Bartholomew Mackler
Financial Advisor - LPL Financial
Bart is dedicated to helping members plan for retirement. This includes development, implementation, and ongoing review of personalized financial plans including income strategies, wealth building, and your insurance needs.

Registration and Licenses

• FINRA Series 7,31,63, and 65 registered with LPL Financial to sell securities and provide financial advice
• State of Michigan life insurance license

Bart is registered in Michigan.

Services
• Financial, retirement, and estate planning
• Open architecture of managed money, mutual funds, and annuities
• Income options for retirement
• Life, disability, and long-term care insurance
Contact Bartholomew Mackler
Phone: 517-333-2424, ext. 7180
Caroline VanHouten
Program Coordinator
Contact Caroline to set up a complimentary financial review with an LPL Financial advisor by calling 517-333-2424 ext. 7180.
Patty Prout
Program Coordinator
Contact Patty to set up a complimentary financial review with an LPL Financial advisor by calling 517-333-2424 ext. 7180.
*CRPC® conferred by College for Financial Planning.

Your 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 advisory services. Please visit lpl.com/disclosure/is-lpl-relationship-disclosure.html for more detailed information.

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. Michigan State University Federal Credit Union (MSUFCU), OU Credit Union, and TrulyU Wealth Management and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MSUFCU TrulyU, and may also be employees of MSUFCU or OU Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Michigan State University Federal Credit Union or MSUFCU TrulyU. 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.

LPL Financial Form CRS