Experienced investment advice you can count on
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage—or if you are just starting to accumulate wealth, working with a knowledgeable professional is key.
Meet Erik Gotaas
Erik F. Gotaas, ChFC, CLU, Registered Principal at LPL Financial*, is a Five-Star Wealth Manager** who has dedicated nearly 35 years to helping our members with their long-term wealth management needs. Erik’s commitment to his clients includes understanding their objectives, staying in contact on a regular basis and advising them on adjustments to their plans as economic or lifestyle conditions warrant.
Through an initial no-cost, no-obligation consultation, Erik will learn more about your personal situation, identify your dreams and goals and understand your tolerance for risk.
LOC Financial Services maintains a constant commitment to putting service first. As a full-service brokerage office located at a financial institution, his office offers clients an assortment of quality, non-proprietary investments.
Meet Garret Gotaas
As a dedicated financial advisor with over 9 years of experience, Garret Gotaas, CFP®, is passionate about helping individuals and families secure their financial future. With a personalized approach to wealth management, Garret works closely with clients to develop tailored financial strategies that meet their unique goals. Whether you're planning for retirement, saving for your children’s education, or managing investments, Garret is committed to providing expert guidance every step of the way.
With a deep understanding of financial markets, investment strategies, and by staying informed on the latest industry trends and regulations, Garret ensures that your financial plan is always aligned with current market conditions and best practices.
At LOC Financial Services, we prioritize building strong, long-lasting relationships based on trust and transparency. Garret believes that financial success is achieved through careful planning, disciplined investing, and regular adjustments to strategies as life evolves.
Contact Garret Gotaas today to begin your journey toward financial security and peace of mind.
LOC Financial Services
Award Winning
Erik F. Gotaas, ChFC, CLU, Registered Principal at LPL Financial, has been awarded for the 11th year in a row the prestigious title of Five-Star Wealth Manager.
Schedule an Appointment
Have questions or interested in speaking with Erik about managing your wealth? Make an appointment today.
*LOC 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.
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. LOC Credit Union and LOC Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LOC Financial Services, and may also be employees of LOC Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LOC Credit Union or LOC Financial Services. 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 Unions Deposits or Obligations
- May Lose Value
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, FL, MI, NY, NC, OH, PA, and TX.
**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.