Priscilla Hennig
Financial Advisor, LPL Financial
Guided Wealth Portfolios
Empowering Self-Directed Investors with Advisor Support
Unlock the possibilities of digital investing with a personal touch through Guided Wealth Portfolios.
Our platform seamlessly blends the convenience of online investing with the expertise of a dedicated wealth advisor, offering you the freedom to invest your way, wherever and whenever you choose.
Intuitive Technology at Your Fingertips
Our user-friendly online platform is designed to simplify your investment experience. Access your portfolio accounts, initiate new investments, and make updates effortlessly, all with the ease of a few clicks.
With our platform, you have the freedom to take charge of your investments while knowing that a knowledgeable advisor is just a call away whenever you need assistance.
Whether you prefer to navigate the investment landscape on your own or seek advice on your terms, Guided Wealth Portfolios empowers you to invest with confidence, providing you with a seamless experience complemented by the option to access professional support whenever you desire.
Financial Advisor Guidance at Your Side
Our Guided Wealth Portfolios are backed by the U of I Community Investment Advisors team and we are ready to support you every step of the way.
Should you have any questions or need assistance, our knowledgeable advisors are just a phone call away.
Jade Campbell
LPL Financial Advisor
Hermione Davis
Program Coordinator
A Personalized Roadmap
Receive a tailored investment allocation and roadmap crafted specifically for your unique goals, time horizon, and risk preferences.
Your portfolio is monitored and rebalanced as needed, ensuring it stays aligned with your objectives.
Cost-Effective Wealth Management
Start building your portfolio with as little as $5,000*, and benefit from low management costs, tax-efficient investing strategies, and tax-loss harvesting.
Frequently Asked Questions
What is Guided Wealth Portfolios?
Guided Wealth Portfolios combines the convenience of automated investing technology with the personalized guidance of a dedicated wealth advisor. It’s an online platform that empowers you to make informed investment decisions.
How much money do I need to get started?
You can kick-start your investment journey with a minimum initial investment of $5,000. This low barrier to entry ensures that you can embark on your wealth-building path without excessive financial requirements.
Who should I contact if I have questions?
To connect with a knowledgeable LPL Advisor or to schedule an appointment, please call us at 217-278-7803 or schedule an appointment by clicking below.
Our team is always ready to provide you with the guidance and assistance you need.
Begin Your Investment Journey Today
Don’t wait any longer to take control of your financial future.
Experience the benefits of personalized online investing supported by guidance from an LPL Advisor.
Sign up for Guided Wealth Portfolios and start investing with confidence.
*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. U of I Community Credit Union and U of I Community Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using U of I Community Investment Advisors, and may also be employees of U of I Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, U of I Community Credit Union or U of I Community Investment 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
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value
*An annual small account fee is applied to accounts with less than $10,000 invested. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC(LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL,LPL is not an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Your 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.
The LPL Financial registered representative(s) associated with the 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.