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Investment Services

Managing your finances, investments, and financial future can take a great deal of work and effort. Austin Telco Retirement and Investment Services is committed to helping our clients improve their long-term financial confidence. That’s why we offer clients access to a full range of investment and insurance services.

Our experienced team of financial professionals can help you with several different options:

Products and Services
  • 401(k) & Rollover Services/403(b)**
  • Mutual Funds
  • Annuities
  • 529 College Plans
  • Life Insurance
  • Long Term Care Insurance
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Brokerage Services
  • Wealth Preservation
  • Disability Insurance
Financial Advisor, Christopher Hager, will meet members at the following locations:
Shoal Creek, Balcones, Taylor, HWY 290, Georgetown, La Frontera, Stone Hill, Tech Ridge, University Oaks, Bastrop, Buda, Lockhart, San Marcos

Financial Advisor, Richard Mudd, will meet members at the following locations:
Shoal Creek, Balcones, Leander, Cedar Park, Jollyville, Lakeline, Pecan Park, Brodie, Frontier Trail, Lakeway, Oak Hill, Taos, Marble Falls

To schedule an appointment with an advisor, please contact Martha Martinez at 512-407-3185
Christopher Hager
Financial Advisor

512-407-3197
christopher.hager@lpl.com
Richard Mudd
Financial Advisor

512-407-3186
richard.mudd@lpl.com

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

Learn more about how Austin Telco Retirement and Investment Services can help you.

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. Austin Telco Federal Credit Union and Austin Telco Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Austin Telco Retirement & Investment Services, and may also be employees of Austin Telco Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Telco Federal Credit Union or Austin Telco Retirement & 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

***Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 
​Your Credit Union (“Austin Telco Federal Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Austin Telco Federal Credit Union for these referrals. This creates an incentive for Austin Telco Federal Credit Union to make these referrals, resulting in a conflict of interest. Austin Telco Federal Credit Union is not a current client of LPL for advisory services.
 
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.