Wealth Management at Royal Credit Union - Ethan Thompson
LPL Wealth Advisor
Learn About Ethan
Ethan joined the Wealth Management team at Royal Credit Union in 2024, bringing valuable experience from his time in other areas of the credit union. His transition into the investment side of financial services was driven by his passion for helping Members build a strong financial future.
Ethan’s commitment to meeting people in their situation and helping them navigate the next steps of their financial journey creates a positive impact that extends beyond financial wellness. Specializing in budgeting, goal setting, education planning, and retirement income strategies, Ethan is dedicated to helping clients navigate their journey with confidence.
Ethan earned his Bachelor of Science in Business Management from the University of Wisconsin–River Falls in Winter 2023 after graduating from New Richmond High School in Spring 2019. Always eager to expand his expertise, he actively pursues ongoing education by attending national mutual fund and insurance seminars, ensuring he provides clients with the best possible guidance and support.
Outside of work, Ethan enjoys reading, staying active, spending quality time with family and friends, and being active in his community.
Licenses/Registrations
- FINRA Series 6, 7, 63 and 66 securities registrations held with LPL Financial.
- Check the background of your financial professional on FINRA’s BrokerCheck.
Check the background of investment professionals associated with this site 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. Royal Credit Union and Wealth Management at Royal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Royal Credit Union,and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Royal Credit Union or Wealth Management at Royal Credit Union. 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.
Specialties:
- Financial planning
- Retirement planning
- Asset management
