Home | Deseret First Investment Services

We help credit union members achieve their financial goals. Let's make the most of yours!

We help credit union members achieve their financial goals. Let's make the most of yours!

Take advantage of our innovative, data-driven approach to help maximize your return.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Us

About Us

A sound investment strategy depends on understanding your goals and long-term market conditions. That's why we begin with your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

Meet Our Team

Services

In addition to achieving real, year-after-year growth on your behalf, we offer an array of services to those in our community.

Retirement

Achieving the ideal retirement in the future requires a strong foundation now.

Lifestyle

From budgeting luxury expenditures to purchasing your perfect vacation home, we know how to help keep your investments secure.

Investment

Our unique investment approach separates us from the rest.

Taxes

If you’re looking for tax knowledge, from the everyday tax issues to the obscure, we have you covered.

Estate

With sensitivity and care, we'll help create an estate plan suited for your family's situation.

Money

Wealth management is one of the most overlooked parts of a successful retirement strategy.

Take the next step, speak with a neighborhood advisor to learn how <strong>we help you reach your goal. Work with an objective wealth management firm that has your goals in mind—not one selling financial products.</strong>

Take the next step, speak with a neighborhood advisor to learn how we help you reach your goal. Work with an objective wealth management firm that has your goals in mind—not one selling financial products.

Schedule an Appointment

Call Us

(801) 456-7560

Address

3999 West Parkway Boulevard

West Valley City, UT 84120

Contact

3999 West Parkway Boulevard

West Valley City, UT 84120

info@deseretfirst-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. Deseret First Credit Union and Deseret First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Deseret First Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Deseret First Credit Union or Deseret First Investment 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 UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives 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.