Online Investing. Just For You.
Guidance Without Breaking the Bank.
Guided Wealth Portfolios1 makes it easy to invest online with a modest starting amount and affordable exchange-traded funds (ETFs). Unlike many online investment platforms that demand hefty initial investments for access to a real financial advisor, Guided Wealth Portfolios opens the door with just $5,0002. It’s True.
Aaron DeLong
LPL Financial Advisor
Anthony Bumgarner
CRPC®
LPL Financial Advisor
Dan Guibert
LPL Financial Advisor
Jeff Erpelding
CFA, PFS, CPA
LPL Financial Advisor
Lindsey Clark
LPL Financial Advisor
Joy LeTendre
LPL Financial Advisor
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
How To Enroll
Getting started is simple—just provide your email address! Click the button below to watch our easy-to-follow enrollment video.
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. TruStone Financial Credit Union and TruStone Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TruStone Financial Advisors, and may also be employees of TruStone Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TruStone Financial Credit Union or TruStone Financial Advisors. 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 representatives 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.
TruStone Financial provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay TruStone Financial for these referrals. This creates an incentive for TruStone Financial to make these referrals, resulting in a conflict of interest. TruStone Finanical 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.
1Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk
2 An annual small account fee is applied to accounts with less than $10,000 invested.