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Investment Services

 

Financial Strategies' Logo

Around the corner. Around when you need us.

It’s never been easier to take advantage of the personalized investment services made available
by NuMark Credit Union!

Ted Coons and his family

 

 

 

 

 

 

 

 

 

 

Ted L. Coons

Financial Consultant

E-mail: Ted.Coons@lpl.com

Ted has worked in the financial services industry racking up an extensive and diverse background
since 1986. He along with his wife Tina and son Geoff, Client Service Specialists, help people
move towards achieving their objectives by taking the time necessary to understand the challenges
faced by our members and then offering unique goal-focused solutions.

Ted helps clients address a variety of issues including:

His family enjoys volunteering for park district and community events. Ted’s hobbies include
coaching basketball with Geoff and motorcycling with Tina.

Planning your financial future? Take your first step here.

If you’re uncertain about the answer to any of these questions, it may be time for a financial check-up.

Through NuMark Financial Strategies, you have access to a full menu of planning and investment services including mutual funds, annuities, 529 college savings plans, stocks, bonds, Roth and Traditional IRA’s as well as life, disability and long-term care insurance. Whether your needs are personal or business-related, you have access to comprehensive financial planning at NuMark Credit Union.

Check the background of an investment professional on the FINRA’s BrokerCheck  website.

951 E. Lincoln Hwy. New Lenox, IL 60451 
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. NuMark Credit Union and NuMark Financial Strategies are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NuMark Financial Strategies, and may also be employees of NuMark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NuMark Credit Union or NuMark Financial Strategies. Securities and insurance offered through LPL or its affiliates are:

Not FDIC insured • Not Bank Guaranteed • May Lose Value • Not Insured by any Federal Government Agency • Not a Bank Deposit.

Your Credit Union (NuMark Credit Union) 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 or scan the QR code below for more detailed information.

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