Deseret First Investment Services
Prepare for Your Financial Future
At Deseret First, we believe financial security is more than numbers—it's peace of mind for you and your family. Whether you're planning for retirement, growing investments, or making your next big purchase, we provide the tools and expertise to help you move forward with confidence.
Personalized Solutions for Every Stage of Life
Through Deseret First Investment Services, members gain access to professional advisors who offer values-based consultation. From the first steps of saving to long-term retirement planning, we help you set your goals. Our advisors can help with:
Retirement and wealth planning
Personalized, values-based consultations
Ongoing portfolio management
Plan With Confidence
Financial Planning Services
Whether you're investing your money for 3 years, 10 years, or the rest of your life, you need someone you can have confidence in. Deseret First Investment Services will help prepare you for your financial future.
Life Insurance
Protect the people who matter most with coverage tailored to your needs.
401(k) Options
Roll over, manage, and optimize your employer-sponsored retirement accounts.
Mutual Funds
Diversify your portfolio with professionally managed fund options.
Stocks & Bonds
Build long-term wealth through individual securities matched to your goals.
Annuities
Create dependable income streams for a confident retirement.
Long-Term Care
Plan ahead for future care needs and help protect your savings.
Member Access
View Your Portfolio Anytime
View your investment portfolio at any time to see the current value of your assets by logging in. Thank you for being a credit union member and using Deseret First Investment Services.
Prepare for Your Financial Future
Let's Build Your Plan Together
College, investing, retirement—life is full of different stages. A Deseret First Investment Services advisor can develop a personalized plan to guide you through each phase of your financial life.
Become a Member Today
Become a Member Today
Everyone is welcome—join the credit union and start planning for what matters most.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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. Deseret First Credit Union and Deseret First Investments Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Deseret First Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Deseret First Credit Union or Deseret First 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.
Your Credit Union (“Financial Institution”) 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 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.