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SAFE will be closed on Monday, January 19, for Martin Luther King Jr. Day. Access your accounts 24/7 through Online Banking, the SAFE Mobile App, and Phone Banking.
 

SAFE Financial Services

Solid advice from knowledgeable professionals.

Briefcase

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.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Kim Sutton, LPL Investment Advisor Representative

Kim Sutton, AAMS® AIF®

LPL Financial Advisor


CA Insurance License #0F70752
Phone: (916) 971-2254
 
Luke Cummings, SAFE Wealth Advisor

Luke Cummings

LPL Financial Advisor


CA Insurance License #0F05065
Phone: (916) 971-2506
 
Mike Kenison, SAFE Wealth Advisor

Mike Kenison

LPL Financial Advisor


CA Insurance License #0658948
Phone: (916) 971-2811
 
Ryan Kelly, SAFE Wealth Advisor

Ryan Kelly

LPL Financial Advisor


CA Insurance License #0G27002
Phone: (916) 350-0658
 
John (JT) Duwe, LPL Financial Advisor

John (JT) Duwe, CFP

Wealth Advisor


CA Insurance License #0M21988
Phone: (916) 971-8773
 

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Financial Advisors are registered with, and 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products 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
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC 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. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial 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.

LPL Financial Form CRS