Halle Piper | Liberty Wealth Services

Halle is a Registered Representative of LPL Financial and a licensed insurance agent.

“I am passionate about providing education around the elements of sound financial planning respective to my clients’ individual needs and situations. Understanding the financial planning process and the implemented strategy provides comfort and confidence as we work toward established financial goals. I delight in the opportunity to know my clients personally, as well as professionally, because it helps me gain a deeper understanding of their priorities as we pursue their objectives."

Education

Bachelor of Science in Finance, Master of Business Administration from the University of Southern Indiana
Recipient of the Harolyn Torain Multicultural Leadership Scholarship for the duration of her enrollment

Career Highlights

3+ years of industry experience
Previously employed with Merril Lynch in equivalent capacity

Memberships

Community Involvement

Halle enjoys working out, cooking and spending time with her husband, Nick Piper, family and friends.

Personal

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Our full-service wealth management program is dedicated to creating strategic plans for you and your family.

Professional Services Offered

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Wealth Management

for Individuals

Financial freedom on your own terms. With an emphasis on income, security, and growth, we aim to guide you to where you want to be.

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Retirement Plans

for Businesses

Build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

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Foundations & Endowments

As advisors for your investment, we seek to understand your mission, pursue the growth of your assets, and work toward to minimize organizational risk.

Check the background of your financial professional on FINRA's BrokerCheck.

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. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services ^{are not} registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:

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The LPL Financial registered representative(s) 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 or any other state.

LPL Financial Form CRS

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 Institution Plain English Disclosure for more detailed information.

Education

Career Highlights

Memberships

Community Involvement

Personal

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