Your long-term financial success depends on choices made today. One of the most important of those choices is deciding whom to trust with your financial future.
Gather information on investment services like financial tools, market summaries, video alerts, financial calculators, and more by clicking here.
As professional advisors, Investor Services at TruMark Financial offers personalized financial strategies based on your unique situation, current and future plans, and goals. Our strategies are designed to adapt to market changes and your personal circumstances.
Investment services are available to TruMark Financial members through Investor Services, offered through LPL Financial*. Our focus is on the following services and investments:
Retirement plan rollover options
Retirement income planning
Wealth Transfer and legacy planning
Trust planning and services
Investment advisory accounts
ETF and ETN
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Complimentary Investment Consultations
Meet Our Team
TruMark Financial Investor Services offers personalized service to help you work toward meeting all of your financial goals. An Investor Services representative will work with you to design an investment strategy and create a comprehensive financial plan. In developing your financial plan, we’ll take into account all of your personal circumstances and the life events that can trigger needs for increased cash flow or enhanced investment returns.
Schedule a complimentary investment consultation today (Note: Due to COVID-19, appointments are being conducted by phone)
TruMark Financial’s Investor Services investment professionals can help navigate you through the increasingly volatile, complex, and unpredictable financial markets. Our trusted advisors can help you plan for the expected, and even for the unexpected, so you can feel confident in your investment strategy.
Investment Resources Center
In addition to the expertise of our financial advisors, you can take advantage of our Investment Resource Center to:
TJ Tuan Le, Assistant Vice President, TruMark Financial
TJ is an Assistant Vice President for Investor Services at TruMark Financial and Financial Consultant with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.
Through a solutions-based approach, TJ provides customized strategies designed to meet the needs of TruMark Financial members. Exceeding his clients’ expectations at every turn, his goal is to help you create wealth through planning. TJ provides a comprehensive view of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.
Charles McCue, Assistant Vice President, TruMark Financial
Charles is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. He assists TruMark Financial members with their investment and financial planning needs.
With over 25 years of experience in the financial services industry, Charles offers comprehensive knowledge of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.
Wolfgang Hein, Assistant Vice President, TruMark Financial
Wolfgang is an Assistant Vice President for TruMark Financial Investor Services and Financial
Consultant with LPL Financial.
With over 30 years of experience in the financial services industry, Wolfgang offers customized financial services to meet our members’ financial goals. He lends his experience regarding comprehensive financial applications in areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.
John Fair, Assistant Vice President, TruMark Financial
John Fair is an Assistant Vice President and Financial Consultant with TruMark Financial Investor
Services. He has served members of financial institutions and clients for over sixteen years. John works
closely with members to help plan and prepare for their financial goals. John’s areas of focus include
strategic investment planning, insurance protection and preparing for and living in retirement.
John holds securities registrations through LPL Financial in the following states: AZ, DE, FL, GA, MD, NC,
NJ, PA, SC, and VA. His insurance licenses include life, accident and health. He is a graduate of Florida
Atlantic University with a bachelor’s degree in accounting.
Steven Ross, Assistant Vice President, TruMark Financial
Steven R. Ross is a Financial Consultant with TruMark Financial Investor Services. Steven joined TruMark in January 2019 after spending 17 plus years within the industry. Steven received his Bachelor of Arts with Honors from the University of California, Santa Barbara in both Anthropology and Law and Society. Steven later earned his Juris Doctorate from the University of Iowa, College of Law (currently non-practicing). He then spent a decade as a tax professional (currently non-practicing) in the CPA industry concentrating on personal income tax issues for the high net worth client. In the first quarter of 2017, Steven earned the Certified Fund Specialist (CFS) professional designation from the Institute of Business & Finance establishing him as a specialist in mutual funds, unit investment trusts and exchange traded funds.
Kathleen is the Sales Coordinator for TruMark Financial Investor Services and Client Service Associate for LPL Financial responsible for providing operational support to the Financial Consultants through daily client account servicing and sales support, coordination and submission of marketing materials for compliance review along with assisting in the organization of seminars, client and corporate events and training.
Kathleen earned her J.D. from Villanova University School of Law along with her LLM in Taxation and is a licensed attorney in the state of Pennsylvania. She holds a B.S. in Accounting from Philadelphia University. In addition, Kathleen holds the following FINRA licenses: Series 7 General Securities, Series 24 General Securities Principal and Series 63 state registration.
Russell Hanscom, Vice President and Program Manager, TruMark Financial
Russell has been in the financial services industry for over 30 years. His background covers the corporate retirement plan market, the wholesale market and retail investments with various institutions.
Russell holds a Series 7 General Securities registration, Series 63 and 65 registrations, Series 24 General Securities Principal registration, Series 26 Investment Company Products/Variable Contracts Principal, and a 9/10 General Securities Sales Supervisor registration held through LPL Financial. Russell is licensed in Pennsylvania. Russell is an Accredited Wealth Management Advisor® through the College for Financial Planning®.
*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. TruMark Financial Credit Union and TruMark Financial Investor Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name TruMark Financial Investor Services, and may also be employees of TruMark Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of TruMark Financial Credit Union or TruMark Financial Investor Services. The TruMark Financial Investor Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Securities and insurance offered through LPL or its affiliates are: