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Whether you’re planning for your retirement, saving for college tuition, supplementing your current income, or saving to buy a home, PenFed Wealth Management, with investment products and services available through CUNA Brokerage Services, Inc.,* can provide strategies for all your wealth management and insurance needs.

Our experienced, full-service financial advisors can provide you with research, education and a variety of investment choices to help you build a customized strategy suited to your needs.

PenFed Wealth Management is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit

Video Explainer:

Let’s talk savings

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Video produced by PenFed Digital

In this one minute video listen to Tamara Murphy from PenFed Wealth Management as she talks about the differences between Traditional and Roth IRAs.


For all other PenFed Credit Union questions, please see

Lifestage Calculators


Head towards retirement with self-assurance and with the knowledge you need.


Stay prepared for the future you want.


Educate yourself on how to financially plan for an education.


Be informed and invest with confidence.


Get the most out of your employee plan.


Know what you need to keep your family financially secure.

*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. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. 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

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. The LPL Financial Registered Representative(s) associated with this site may only 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.