Investment Platforms2 Industry leaders welcome OCCU Investment solutions

Investment Services Team with $340 Million in Client Assets Partners with Securities America Financial Institutions Division
PRNewswire PRNewswireJuly 2, 20206 min

Advisor Group, the nation’s largest network of independent wealth management firms, and Securities America today welcomed Oregon Community Credit Union (OCCU) to the Securities America Financial Institutions platform. The financial institution’s Investment Services team includes four licensed financial professionals who offer financial planning and wealth management services to credit union members at each of the institution’s 10 Oregon branches and oversee $340 million in client assets. OCCU has affiliated with Securities America through Priority Financial Group (PFG), a hybrid Registered Investment Advisor / Super-OSJ based in Phoenix that specializes in developing competitive, customized programs for financial institutions to grow their wealth management capabilities and improve operating efficiency.

Securities America is part of Advisor Group, which also includes FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Woodbury Financial Services, Triad Advisors, Investacorp, KMS Financial Services and Securities Service Network.

Headquartered in Eugene, Ore., OCCU has eight branches in the Eugene / Springfield area and additional locations in Salem and Wilsonville. OCCU has more than $2 billion in total assets and offers its 170,000 members banking, lending and wealth management services.

Jim Norwood, President of Securities America’s Financial Institutions Division, said, “We are thrilled to have a financial institution of OCCU’s caliber join the Securities America and Advisor Group family. OCCU President & CEO Ron Neumann and his team have built a strong, trusted company that is actively expanding its ability to serve and assist its members. Along with Priority Financial Group, Securities America and Advisor Group stand ready to help OCCU’s Investment Services program take the next step in its growth and reach its full potential.”

Priority Financial Group has over two decades of experience helping financial institutions build and strengthen their wealth management capabilities. The hybrid Registered Investment Advisor / Super-OSJ provides financial institutions at all stages of growth with expertise in the areas of compliance, operations and sales management.

Priority Financial Group CEO Michael Prior said, “The future of banking and wealth management is evolving rapidly, and the way members engage with credit unions will look very different going forward. At PFG, we are excited about helping OCCU drive growth by evolving its wealth management program, improving business operations and taking advantage of rapid technology innovations.”

Mr. Neumann has been part of OCCU’s executive leadership team since 2010, serving first as Chief Financial Officer and later as Executive Vice President before being appointed President & CEO in 2018.

Mr. Neumann said, “We are pleased to support our members as they progress through their financial journey by offering high-quality, objective financial advice and planning services. We are excited to start this new chapter alongside Priority Financial Group, Securities America and Advisor Group, and believe that together, we are well positioned to support the continued growth and development of OCCU’s investment services offering, allowing us to provide the best experience possible for our members.”

Advisor Group President and CEO Jamie Price concluded, “On behalf of the entire Advisor Group network, we congratulate Securities America, Priority Financial Group and OCCU on today’s announcement. OCCU’s decision to join our family provides further evidence that Securities America and the other firms in our network are destinations of choice for financial professionals and institutions seeking top-notch technology and resources to raise their efficiency and accelerate their growth trajectories. As always, we are in our financial professionals’ and institutions’ corner and will continue to invest in their future success.”

PRNewswire

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