Wealth Management

Solid Advice from Knowledgeable Professionals

Meet our team of seasoned advisors

LPL Financial offers financial advisors integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research platforms. Through these offerings, LPL Financial is able to reduce complexity for advisors running their own practice, thereby allowing them to focus on what they do best—help the investors they serve to work toward attaining their financial goals and fulfilling their life dreams.

Bill Simmons, SAFE Wealth Advisor

BILL SIMMONS

SAFE Wealth Advisor
CA Insurance License #0E77844
Registered in: AZ, CA, ID, NV, OR, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial
Learn more about Bill
Dana E. Lanzaro, SAFE Wealth Advisor

DANA E. LANZARO

SAFE Wealth Advisor
CA Insurance License #0B52694
Registered in: AZ, CA, ID, NY, OH, OR, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial
Learn more about Dana
Denise Davis, SAFE Wealth Advisor

Denise Davis

SAFE Wealth Advisor
CA Insurance License #0D19507
Registered in: AZ, CA, HI, MT, NV, OR, TX* 
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Learn more about Denise
Jeff Impey CFP, SAFE Wealth Advisor

JEFF IMPEY, CFP®

SAFE Wealth Advisor
CA Insurance License #0F35209
Registered in: AL, AZ, CA, FL, IL, NM, NV, OH, OR, TX, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial
Learn more about Jeff
Luke Cummings, SAFE Wealth Advisor

LUKE CUMMINGS

SAFE Wealth Advisor
CA Insurance License #0F05065
Registered in: CA, CO, ID, NC, NV, OR, WA, WY*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Learn more about Luke
Kimm Sutton, LPL Investment Advisor Representative

KIM SUTTON

LPL Financial Advisor
CA Insurance License #0F70752
Registered in: CA, NV, OR*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Learn more about Kim
Mike Kenison, SAFE Wealth Advisor

MIKE KENISON

SAFE Wealth Advisor
CA Insurance License #0658948
Registered in: AZ, CA, CO, HI, NC, NV, OR, VA, WA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Learn more about Mike
Ryan Kelly, SAFE Wealth Advisor

RYAN KELLY

SAFE Wealth Advisor
CA Insurance License #0G27002
Registered in: AK, CA* Registered as Investment Advisor Representative (IAR) in: AK, CA*
*Securities registrations are held with LPL Financial
Learn more about Ryan
Steve Raymond, LPL Financial Advisor

Steve Raymond, CFP®, AIF®

LPL Financial Advisor
CA Insurance License #0G21120
Registered in: AL, CA* Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Learn more about Steve

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LPL Financial Advisors are registered with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Investments are:
Not NCUA Insured
Not Credit Union Guaranteed
Not Obligations of the Credit Union
May Lose Value Including Principal
 

SAFE Wealth Advisors are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC. SAFE Financial Services and SAFE Credit Union: Not a registered broker dealer; Not affiliated with LPL Financial.

LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, FL, HI, ID, IL, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.