SCHOOLSFIRST INVESTMENT SERVICES

Randy Von Bargen has been with SchoolsFirst Investment Services since 2019 and holds certifications in Life Insurance, Series 6, 63, 66 and 7 with LPL Financial.

Randy understands that the finances of each Member are unique. By getting to know Members and their specific needs, Randy tailors his advice to help them work toward their short-, medium- and long-term goals.

Randy meets with Members regularly to help them plan and prepare for retirement, ensuring they have the resources they’ll need later in life. He also helps them manage their investments and discuss other important financial decisions, explaining that “a goal without a plan is just a wish.”

Randy says one of our Members’ biggest misconceptions is that it’s too late to start investing. He encourages them that it’s never too late to start. He believes in Member education because it empowers them to make confident financial decisions about their future.

In his spare time, Randy likes to spend time with his wife and kids, play and watch basketball, go fishing and travel.

Insurance License 0L79508

Randy Von Bargen is a financial advisor 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. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. 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

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