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

Excite 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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