Investment Services

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

Securities and insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC.
  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value
Northrop Grumman Federal Credit Union and Blue Heron Financial Group are not registered broker-dealers and are not affiliated with LPL Financial.

The professionals at LPL Financial located at Northrop Grumman Federal Credit Union may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, MD, MI, MO, MS, MT, NC, NM, NV, NY, OK, OR, SC, TX, UT, VA, WA, and WI.

The professionals at Blue Heron Financial Group may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, and WI.

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Membership in Northrop Grumman Federal Credit Union means co-ownership in one of the strongest credit unions in the country.

Overview

Many Northrop Grumman Federal Credit Union members are supplementing their own instincts with the financial guidance of Alan Sweeten, LPL Financial Advisor, in Southern California and Margaret Kosmerl, Blue Heron Financial Group, in Maryland and Virginia. Securities are offered through LPL Financial, member FINRA/SIPC.

Your LPL Financial Advisor Works For You

As an investment professional, a financial advisor has a greater understanding of the economy and markets, more time to evaluate financial strategies and better access to comprehensive information than most individuals. While you give your time and energy to doing your job and living your life, your financial advisor is working to help you in your pursuit of financial security.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

The firm's mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best: create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.

*As reported in Financial Planning Magazine, 1996-2013, based on total revenue.

Meet An LPL Investment Representative

Contact Alan Sweeten, LPL Financial Advisor, in Southern California and Margaret Kosmerl, Blue Heron Financial Group, in Maryland and Virginia.

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Mailing Address
Box Number 47009
Gardena, CA 90247-6809
Call Center
800-633-2848
Monday - Friday
5 a.m. - 6 p.m. Pacific
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