Associated Credit Union of Texas and Jonathan Kolmetz, MBA, CFP®, our wealth advisor through arrangement with LPL Financial, are committed to providing you with the necessary resources to help you manage your financial goals.
We understand that no single financial strategy fits one and all and this is why each individual member receives our undivided attention - from planning and execution to follow-up. Our approach is proactive as we guide the development of a strategy to address your personal financial goals and objectives.
Jon is based in our League City Corporate office; however, he provides services to members of all branches and is happy to meet with you by appointment. If you would like to meet with Jon, please complete this Information Request Form prior to your meeting and submit to Jon at firstname.lastname@example.org.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Associated Credit Union of Texas deposits and are not NCUA insured. These products are not obligations of Associated Credit Union of Texas and are not endorsed, recommended or guaranteed by Associated Credit Union of Texas or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Texas, Florida, and New Mexico.