Matanuska Valley Financial Services
Our vision at Matanuska Valley Financial Services is to provide superior financial strategies, comprehensive products and specialized service experience to the community.
Whether you're looking for overall investment guidance, assistance with a specific financial goal, creating a comprehensive portfolio or just to get a second opinion, the Financial Advisors at Matanuska Valley Financial Services are here to help.
Our financial professionals can provide you individualized service, and are experienced in working directly with members like you.
Services include:
- Reviewing your current financial plan
- Retirement planning
- IRA, 401(k), 403(b), 457 plans, and Thrift Savings Plan (TSP) Rollover Services
Robert Morgan
Financial Advisor
Email: r.morgan@lpl.com
501 N Main Street Ste. 140
Wasilla, AK 99654
(907) 745-9182
CA Ins. License #: 0M45020
Carl Sadloske
Financial Advisor
Email: carl.sadloske@lpl.com
1020 S. Bailey St
Palmer, AK 99645
(907) 761-4720
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA-SIPC). Insurance products are offered through LPL or its licensed affiliates. Matanuska Valley Federal Credit Union and Matanuska Valley Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Matanuska Valley Financial Services, and may also be employees of Matanuska Valley Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Matanuska Valley Federal Credit Union or Matanuska Valley Financial 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.
Matanuska Valley Federal 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.