This partnership marks PFG's first partnership with an Idaho credit union to serve as a third-party RIA.
Phoenix, April 9, 2024–(BUSINESS WIRE)–Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is a member of the leading credit institution, Idaho Central Credit announced a strategic relationship with the union (ICCU). The union, located in Idaho and Washington, has assets of approximately $10 billion and more than 600,000 members.
The partnership, aimed at expanding ICCU's wealth management services, marks PFG's first partnership with an Idaho credit union and the company's first credit union client with its private client group.
Under the partnership, PFG will provide middle-office and back-office compliance, technology and operational services. Additionally, ICCU will have low-cost access to some of the world's leading asset managers, including American Funds and Vanguard.
According to Chris Jepsen, vice president of wealth management and private client manager at ICCU, the foundation of this relationship is a shared philosophy of prioritizing members' best interests and providing quality financial advice.
“We love the cultural fit in our partnership with Priority Financial Group and are excited to take our wealth management capabilities to the next level,” said Mr. Jepsen. “Having access to his low-cost Schwab and Fidelity platforms will be a game changer for advisors and members.”
Mike Prior, CEO of PFG, added: “The partnership between ICCU and PFG represents a unified dedication to innovation, values and delivering a broader range of personal financial solutions to ICCU members. Chris and his team are the epitome of visionary credit union executives and quality financial advisors.” We truly care about putting the best interests of our members first. ”
About Idaho Central Credit Union
Idaho Central Credit Union was organized as a state-chartered credit union in 1940 and is one of the fastest growing and highest performing credit unions in the country. Serving a large member base in Idaho, Washington, and Oregon, our team strives to provide each member with world-class service in every interaction. For more information, please visit Iccu.com.
About Priority Financial Group
Priority Financial Group (PFG) utilizes third-party registered investment advisors (TP-RIAs) to provide comprehensive wealth management, advisory, compliance, sales and technology services. His Phoenix-based PFG team has been helping financial institutions and financial advisors provide high-quality advisory services for more than 20 years. For more information, please visit pfgteam.com or LinkedIn.
Investment advisory services are provided through PFG Advisors (“PFGA”), an SEC registered investment advisor. Securities offered through Securities America, Inc., member FINRA/SIPC. PFG, PFGA and Securities America are separate entities.
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contact address
Kate Anderson, Priority Financial Group
602-200-5147; andersonk@pfgteam.com
