Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) catering to financial advisors and institutions, has announced a strategic collaboration with Idaho Central Credit Union (ICCU), a prominent credit union serving Idaho and Washington, boasting assets totaling approximately $10 billion and a membership exceeding 600,000.
This partnership between ICCU and PFG signifies a joint commitment to innovation and values, aimed at providing ICCU members with a wider array of personalized financial solutions. Chris Jeppsen and his team at ICCU exemplify visionary leadership, prioritizing the best interests of their members and emphasizing quality financial advice.
The collaboration is geared towards enhancing ICCU’s wealth management offerings, marking PFG’s first partnership with a credit union in Idaho and its debut credit union client for its Private Client Group. Under this agreement, PFG will extend middle and back-office compliance, technology, and operational support to ICCU. Moreover, ICCU will gain access to leading asset managers such as American Funds and Vanguard at reduced costs.
Chris Jeppsen, ICCU’s Vice President of Wealth Management and Private Client Manager, highlights the foundation of this collaboration as a shared commitment to member-centric financial solutions. Jeppsen expresses excitement about elevating ICCU’s wealth management capabilities, particularly through access to low-cost platforms like Schwab and Fidelity.
Mike Prior, CEO of PFG, echoes this sentiment, emphasizing the partnership’s focus on innovation and delivering tailored financial solutions to ICCU members. He commends Chris Jeppsen and his team for their dedication to prioritizing members’ interests.
About Idaho Central Credit Union: Established in 1940 as a state-chartered credit union, Idaho Central Credit Union has emerged as one of the fastest-growing and top-performing credit unions nationwide. Serving a vast membership base across Idaho, Washington, and Oregon, ICCU’s teams are committed to delivering world-class service in every interaction.
About Priority Financial Group: Headquartered in Phoenix, Priority Financial Group (PFG) leverages its TP-RIA status to provide comprehensive wealth management, advisory, compliance, sales, and technology services. With over two decades of experience, the PFG team assists financial institutions and advisors in delivering top-notch advisory services.
Investment advisory services are offered through PFG Advisors (“PFGA”), a SEC registered investment adviser. Securities are offered through Securities America, Inc., Member FINRA/SIPC. PFG, PFGA, and Securities America operate as separate entities. For further information, visit pfgteam.com or connect with Priority Financial Group on LinkedIn.
