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Investment and Planning Services

Members 1st Credit Union offers free financial professionals to help you manage your finances.

Meet the Team

Carl Pierce LPL Financial Register Representative

Carl J. Pierce

LPL Financial Registered Representative
John Winn Wealth Management Advisor

John Winn

Wealth Management Advisor

Services

Financial Services

  • 401k Planning
  • Business Succession Planning
  • College Planning
  • Family Wealth Management
  • Financial Planning
  • Profit Sharing
  • Retirement Services
  • SIMPLE Plans
  • Tax Planning
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Investment Services

  • Alternative Investments
  • Bonds
  • Educational IRA
  • Indexed Annuities
  • Mutual Funds
  • Options
  • Other Fixed-Income Investments
  • Stocks
  • Structured Notes
  • Treasuries
  • Variable Annuities

Insurance Services

  • Disability
  • Health
  • Income Security
  • Life Insurance
  • Long Term Care
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Estate Planning

  • Charity Trusts
  • Living Trusts
  • Wills
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Hours and Locations

Redding (East) Branch
1380 Hilltop Drive
Redding, CA 96003
Hours: Wed. 9am – 3pm or by appointment any business day
Redding (West) Branch
1260 Pine Street
Redding, CA 96001
Hours: Tues. 9am – 3pm or by appointment any business day
Anderson Branch
5020 Rhonda Road
Anderson, CA 96007
Hours: By appointment any business day
Chico Branch
550 Salem Street
Chico, CA 95928
Hours: Wed. 9am – 3pm or by appointment any business day

Members 1st Credit Union and LPL Finanical are separate & unrelated companies.

Securities offered through, LPL Financial, Member FINRA/SIPC. Investment Advice offered through Rubicon Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, KY, MA, ME, MI, MN, MO, NM, NV, NJ, NY, OH, OR, PA, SC, SD, TX, UT, VA, VT, WA.

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