CheckingSavingsMoney MarketTerm SavingsFor YOUthHoliday ClubIRAs
AutoPersonal Line of CreditPersonal SignatureBill ConsolidationRecreational VehiclesSavings SecuredStudent LoanServicemember Civil Relief Act
Auto and HomeAuto and Home (Copy)Loan ProtectionDental and VisionAD&DGAPMBPMyInsuranceInfo
NGFCU Wealth Management
Loan RatesSavings Rates
Join NowOnline BankingDirect Deposit & Early PaydayZelle®ATM and Debit CardOverdraft ProtectionAutomatic Funds TransferWire TransferCredit & Debit Card AlertsNCUA Insurance (NCUSIF)Auto Buying ServicesCall 24Need HelpMobile BankingLiving Trusts and Estate PlanningRefer a Friend

NGFCU Wealth Management

Home > Invest > NGFCU Wealth Management
Home > Invest > NGFCU Wealth Management

NGFCU Wealth Management Logo

Effective financial management and investment services are key to pursuing your long-term savings, investment and retirement goals. Accumulating wealth is a matter of time and patience. Start immediately, invest regularly, diversify your holdings, take advantage of tax strategies, and stay the course. Advisors offered through NGFCU Wealth Management1 will help you develop personal financial strategies based on your unique circumstances and an ever changing investment environment.

LPL Financial

It’s prudent to work with a professional as you pursue a comfortable financial future. Financial advisors understand the economy and markets, have time to evaluate financial strategies and have access to comprehensive information. While you devote time and energy to your job and life, your financial advisor will help you choose the best way to invest your money.

1Northrop Grumman Federal Credit Union (NGFCU) offers its members access to investment services provided by LPL Financial, member FINRA/SIPC. The firm believes informed financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities. This means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

We invite you to speak to the investment representative serving your region.

Western Region

Alan Sweeten, CFP

Alan Sweeten, MS, CFP®, CRPS®

LPL Financial Advisor

800-200-1121 or 800-841-2796



Eastern Region

Margaret Kosmerl

Margaret S. Kosmerl, AIF®

Blue Heron Financial Group




FINRA Broker Check logo

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

* Required Fields

Consult with an LPL financial advisor

Send the form below to schedule a complimentary financial consultation with an LPL Financial Advisor.
Security Code:

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. Northrop Grumman Federal Credit Union and NGFCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NGFCU Wealth Management, and may also be employees of Northrop Grumman Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northrop Grumman Federal Credit Union or NGFCU Wealth Management.  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

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives.

The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Alan Sweeten: AZ, CA, FL, KS, LA, MI, NV, and TX, and UT.

Margaret Kosmerl: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NY, OH, PA, PR, RI, SC, TX, UT, VA, WA, and WI.

Northrop Grumman Federal Credit Union (“Your 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

LPL Financial Form CRS

Happy couple

Ready to learn more?

Use the form above to schedule a complimentary financial consultation with an LPL Financial Advisor.

Important Numbers

Member Services: 800.633.2848 (available 24/7)

Credit & Debit Card Member Services: 800.633.2848 ext 4856 (available 24/7)

Credit Card Lost or Stolen: 866.839.3485
For International Calls: 727.570.4881

Debit Card Lost or Stolen: 800.754.4128
For International Calls: 727.227.9012

Credit Card Activation: 800.456.6870

Debit Card Activation: 855.485.7043

Members traveling or who reside outside of the US: 727.227.2447

Routing #322276088