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Investment and Planning Services

Members 1st Credit Union offers access to financial professionals to help you manage your finances.

Meet the Team

Carl Pierce LPL Financial Register Representative

Carl J. Pierce

LPL Financial, Registered Representative
John Winn Wealth Management Advisor

John Winn

Rubicon logoWealth Management Advisor

Services

Financial Services

  • 401k Planning
  • Business Succession Planning
  • College Planning
  • Family Wealth Management
  • Financial Planning
  • Profit Sharing
  • Retirement Services
  • SIMPLE Plans
  • Tax Planning
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Investment Services

  • Alternative Investments
  • Bonds
  • Educational IRA
  • Indexed Annuities
  • Mutual Funds
  • Options
  • Other Fixed-Income Investments
  • Stocks
  • Structured Notes
  • Treasuries
  • Variable Annuities

Insurance Services

  • Disability
  • Health
  • Income Security
  • Life Insurance
  • Long Term Care
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Estate Planning

  • Charity Trusts
  • Living Trusts
  • Wills
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Get your custom risk score assessment today

DO YOU KNOW YOUR RISK SCORE?

Riskalyze is your custom risk score that aligns the risk you want with the risk you need to help you pursue your financial goals. With Riskalyze, your advisor can identify risks that you and your portfolio may be exposed to, allowing them to correct those risks and better align your portfolio. Chat with us about completing your Riskalyze assessment today. Riskalyze is not affiliated with Rubicon Advisors or LPL Financial.

Hours and Locations

Redding (East) Branch
1380 Hilltop Drive
Redding, CA 96003
Hours: Mon. thru Fri. 9am – 4pm or by appointment any business day
Redding (West) Branch
1260 Pine Street
Redding, CA 96001
Hours: Mon. & Tues. 9am – 4pm or by appointment any business day
Anderson Branch
5020 Rhonda Road
Anderson, CA 96007
Hours: By appointment any business day
Chico Branch
550 Salem Street
Chico, CA 95928
Hours: Wed. 9am – 4pm or by appointment any business day
Brokercheck logo

The financial professionals associated with Rubicon Advisors are registered representatives with, and securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Rubicon Advisors, a registered investment advisor and separate entity from LPL Financial. Members 1st Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Rubicon Advisors, and may also be employees of Members 1st Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members 1st Credit Union or Rubicon Advisors. 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

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.

Eligible to all Butte, Glenn, Shasta, and Tehama County residents. Join Now
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