The Team Behind Your Plan
Waypoint Advisory Group is offered through LPL Financial, and it’s built around a small team that gets to know your goals, not just your account number.
Local Advisors, National Backing
Waypoint Advisory Group pairs a local advisor relationship with the resources of LPL Financial, one of the country’s largest independent broker-dealers, so you get personal attention backed by real research and planning tools.
Holland Rajaniemi, Financial Advisor
Helps members map out a personal financial plan, drawing on experience in financial planning to help members identify and pursue their goals. Registered representative of LPL Financial.
Keith Noyes, Senior Sales Assistant
Supports the advisor team with a background across multiple areas of the credit union industry, holding a B.B.A. in Finance from Radford University.
How to Reach the Team
Reach the team at Holland.R@LPL.com or Keith.Noyes@LPL.com. Keith Noyes: 860-885-3635.
Registered Through LPL Financial
Both team members act as registered representatives of LPL Financial LLC (CRD #6413), not as Waypoint employees, when providing investment advice.
What to Bring to a First Conversation
A first meeting is about understanding your situation, not filling out paperwork. Come with a general sense of your goals and current accounts.
- A rough idea of your financial goals, like retirement, college savings, or a major purchase
- A list of accounts you currently hold, at Waypoint or elsewhere
- Questions about anything you don’t understand about investing
Ready to Talk?
No cost, no obligation.
Request a complimentary consultation and see whether a plan makes sense for where you are right now.
Important Disclosures
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. Waypoint Credit Union (WCU) and Waypoint Advisory Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Waypoint Advisory Group, and may also be employees of WCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, WCU or Waypoint Advisory Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency, Not Bank Guaranteed, No Bank Deposits or Obligations, May Lose Value. Waypoint 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 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. lpl.com/CRS