Advisory services offered through Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.
Dennis LeFevre, CFP® is licensed to discuss and/or offer financial services and/or products to residents of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI and WV.
Certified Financial Planner Board of Standards, Inc. owns the CFP® marks in the U.S.