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united investment planning

Adam Sill
CRPC®, Financial Advisor — CRPC conferred by College for Financial Planning
Serves Members in:

Berrien Springs, Niles, & State Street St. Joseph & Marion

About Adam:

Adam Sill assists members in working toward their financial goals by creating personalized plans tailored to each individual's needs, and experience. His top priority is to provide thoughtful, customized guidance that empowers members to make informed financial decisions.

Born and raised in southwest Michigan, Adam is a graduate of Grand Valley State University and has more than 11 years of experience as a financial advisor. 

Working collaboratively, Adam helps create tailored strategies focused on:

  • Building wealth during your working years
  • Helping build financial confidence in retirement
  • Transferring assets in a more beneficial way

No matter where you are in life, Adam offers a wide range of financial tools and products to help you build a plan that fits your goals. To get started, contact Adam today for a complimentary, no-obligation consultation.

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

Address: 2819 S State St St. Joseph, MI 49085 Phone: (269) 982-1474 Email: Send me a message

LPL Financial Form CRS

 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning  are not  registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

United Federal 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 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.

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