Investment Services

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

Discovery

• What do you hope to accomplish?
• Investment Objective?
• What is important about money to you?
• Should we proceed?
• Gather financial information (Statements, Taxes, Trust, Wills, etc.)

Analysis

• Case Design
• Asset Allocation
• Review current investments
• Review titling / beneficiaries
• Prepare financial analysis
• Prepare investment recommendations

Presentation

Collaborative session to:

• Review Financial Plan
• Review financial recommendations

Implementation

Agree on next steps:

• Prepare new account paperwork
• Fund new accounts
• Re-title accounts (if necessary)

Securities and advisory services 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. Astera Investment Services and Astera Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Astera Investment Services and may also be employees of Astera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Astera Credit Union or Astera Investment Services. Securities and insurance offered through LPL or its affiliates are:The LPL Financial registered representative associated with this website may discuss/an 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.

Your Credit Union (“Astera Credit Union”) 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 brokerage or advisory services.

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

Russell V. Dawson MBA | Investment Representative

Russell is originally from Miami, Florida where he grew up and graduated from Florida A&M University (FAMU). He obtained his BA in Business with an emphasis in Finance. He went on to earn his graduate degree-Master’s in Business Administration (MBA).

Russell’s financial services career began in the banking industry where he spent his first 18 years working in several locations around the United States that included Charlotte NC, Austin TX, Chicago IL, and Miami FL. He has held various positions that include Vice President in Retail Bank Leadership, Business Banker and Regional Sales Manager. After relocating to Michigan, he has been practicing locally for the past three years and recently decided to join LPL Financial in providing quality services and guidance to credit union membership.

As an Investment Representative, Russell provides client investment strategy oversight, financial planning and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Russell currently holds FINRA Series 7, 66 and 24 Principal registrations through LPL Financial. He has Life, Health, Disability and Variable Insurance licenses in Michigan. Financial advisors supported by LPL Financial are proud to be a source of objective advice for accumulating and managing personal wealth.

He is currently securities licensed in Michigan and Florida.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

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

Securities and advisory services 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. Astera Investment Services and Astera Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Astera Investment Services and may also be employees of Astera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Astera Credit Union or Astera Investment Services. Securities and insurance offered through LPL or its affiliates are:The LPL Financial registered representative associated with this website may discuss/an 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.

Your Credit Union (“Astera Credit Union”) 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 brokerage or advisory services.

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