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Work toward the future you want
Our team collaborates with you to create a plan based on your needs and goals
Our financial professionals offer personalized advice that supports your goals. We use competitive technology to develop your individualized plan, analyze opportunities, and evaluate results.
Check our financial professionals' backgrounds on FINRA'S BrokerCheck, then schedule a no cost, no-obligation meeting.
Meet the team
401(k) Rollover to IRA: What You Need to Know
One thing that many people forget when they change jobs is their 401(k). Should you roll over your 401(k) to an IRA? Here's what you need to know.
What to Do With an Inheritance
Receive an inheritance? Here are the dos and don’ts.
5 Reasons Why Everyone Needs a Financial Plan
Here’s why everyone, regardless of age or wealth, needs a financial plan.
Here when you need us
Our financial professionals are here to help. Get in touch with a member of our team for a complimentary, no-obligation consultation.
Check the background of our investment professionals on FINRA's BrokerCheck.
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. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services. Securities and insurance offered through LPL, or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.
CA Insurance License Information
Bryanna Gleason I Domicile: CA I 14250 7th St. Victorville, CA 92395 I California Insurance #0H30143
John Gee I Domicile: WA I 1107 SW Grady Way, Suite 240 Renton, WA 98055 I California Insurance #0K72825
Lance Sevier I Domicile: WA I 2041 148th Avenue NE, Bellevue, WA 98007 I California Insurance #0H63213
Mike Klopfer I Domicile: AK I 500 W 36th Ave., Suite 410 Anchorage, AK 99503 I California Insurance #0L84918