HFCU Financial Advisor
Helping you work toward your financial goals, by carefully developing a customized plan focused on your key financial goals.
Schedule your no-cost, no-obligation consultation
John D. Woltemate
CRPC®
Financial Advisor
HFCU Investment & Retirement Services
Located at:
16320 Kensington Drive
Sugar Land, TX 77479
(281) 243-0565
Located at:
16320 Kensington Drive
Sugar Land, TX 77479
(281) 243-0565
For over twenty years John has helped many people and their families under the HFCU Investment Retirement Services program with financial planning and investments based on what’s important to their specific objectives, risk tolerance, and timeline for achieving those goals.
John is a Chartered Retirement Planning Counselor (CRPC®), and specializes in wealth management, retirement income planning, long-term investing, and wealth preservation.
John is married, and in his spare time he enjoys spending time with with his family and his granddaughter. He also has a passion for boats and loves to be out on the water.
Professional Services Include:
The financial professionals at HFCU Investment & Retirement Services 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. Houston Federal Credit Union and HFCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HFCU Investment & Retirement Services, and may also be employees of Houston Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Houston Federal Credit Union or HFCU Investment & Retirement Services. 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 |
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 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.
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.